Parker, Smith & Feek

Commercial Associate Account Administrator – Bellevue (ERP) - Provide processing support for the Account Administrators, Senior Account Administrators, and Account Managers. Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files. Manage database including policy information and specification information. Order, check, and process endorsements and audits. Preparation of data sheets for renewal marketing. Invoice all documents. Order file folders from Corporate Services. Prepare loss recap display. Order Insurance Books. Request premium finance quotes from the Accounting Department. Adhere to all Parker, Smith & Feek systems and procedures, and insurance company regulations. Special projects as requested. Basic understanding of insurance, strong written and verbal communication skills, computer literacy and demonstrated ability as well as math aptitude ability to use the calculator is required. State of residency Agent's license will be required, Broker's license preferred. High school diploma or equivalent necessary. Minimum three years insurance experience required.

Commercial Account Administrator – Bellevue (ERP) - Exercise independent judgment in the managing and delivering all aspects of clients' insurance/risk management programs.  Provide prompt and accurate service to our commercial clients as well as our insurance company representatives.  Implement agreed-upon strategy to provide an optimal insurance/risk management program. Retain current clients.  Analyze client contracts for insurance purposes and negotiate with underwriters as needed, communicating findings to other account team members as well as client.  Negotiate additional coverages as required and requested by the customer. Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing.  Place coverage, oversee invoicing, and document to client. Assist in accounting reconciliations as requested or needed.  Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity. Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.  Strong written and verbal communication skills.  Ability to take initiative, make independent decisions using good judgment, and accept responsibility for such decisions.  Math aptitude.  Computer skills.  Demonstrated insurance knowledge through the completion of an approved industry designation.  State of residency Agent's and Broker’s license.  High school diploma or equivalent, college degree preferred.  Minimum five to ten years insurance experience.  Three years to five retail agency and/or brokerage experience. 

Surety Account Executive - Bellevue (ERP) - The Surety Account Executive is responsible for producing and retaining business; developing and maintaining strong relationships with clients, prospects, and underwriters; and will ultimately be responsible for all services rendered on assigned accounts.

DUTIES AND RESPONSIBILITIES:

• Review the ongoing surety needs of the client.
• Review all final bonds and license and permit requests, before they are sent to client.
• Maintain current credit file/underwriting files to meet the client's surety needs.
• Provide annual (minimum) update meeting with underwriter and client.
• Provide necessary underwriting data on accounts to Account Administrators and underwriters, to meet current bid and final bond requests.
• Arrange and introduce "back-up" Account Executive support and communicate on important matters when absent from the office. Also introduce Account Administrator to client key contacts.
• Be actively involved in marketing accounts, when necessary for backup relationships. Network within the business community in order to enable recognition of business opportunities.
• Adhere to the company credit policy and be responsible for the collection of all premiums.
• Monitor Account Administrators' performance for reliability and fulfillment of their responsibilities.
• Give feedback in a professional manner.
• Personally communicate any particularly sensitive matter to clients or underwriters.
• Adhere to all Parker, Smith & Feek systems, procedures, and insurance regulations.
• Keep abreast of changes and products in the surety industry; take initiative to be informed. Attend appropriate seminars and meetings to assure thorough knowledge of specialized areas.
• Inform Account Director of the following: All meetings, content and frequency of client communication, competition, carrier problems, significant losses, change in client's operation, problems expressed by the client, and any other information requested by the Account Director on an account by account basis.
• Other projects upon management's request.
• Assumption of Account Director or Associate Account Executive roles, as appropriate and requested.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

• Demonstrate a professional and positive approach to work situations and coworkers
• Strong presentation and sales skills Accept and execute responsibility
• Contribute positively to a team approach atmosphere Strong written and verbal communication skills

EDUCATION, LICENSE & EXPERIENCE:

• Undergraduate degree and/or professional designation strongly preferred
• State of residency Agent's and Broker's licenses
• Maintain current educational basis in accounting (managerial and tax areas)

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