Private Client Producer

Private Client Producer - Greater Seattle

About Moreland

Moreland is privately owned and headquartered in Seattle, Washington. The company began as an affiliate of Windermere Real Estate to help protect the interests of their franchise owners, agents, and their clients. Moreland has grown into a full-service independent insurance agency serving the Western United States, focused on providing a superior insurance experience.

We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help individuals evaluate their risks and develop solutions tailored to their needs.

About the Role

As a Personal Lines Private Client Producer, you will develop new business and maintain existing accounts within a renewal book of business, while seeking opportunities to account round. This book of business will include accounts for high-net-worth clients with large personal lines premium. A high degree of insurance expertise, relationship building, and sound decision making will be the key to success in this role.

While this is a remote role, the ideal candidate will reside in the greater Seattle area.

We are the perfect fit if you...

• are driven by competition
• are seeking an opportunity with unlimited earning potential
• are an effective networker
• are seeking a progressive work environment at a rapidly growing organization
• have the ability to network and develop leads
• are well organized and maintain a well-established follow up process
• have great verbal and written communication
• possess the ability to work independently, applying education and professional experience to achieve outstanding results
• believe in integrity and building success by developing relationships with others

Responsibilities

• Generates and pursues new client opportunities, closes new business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Provides professional, courteous service to our clients, carriers, underwriters, business partners, and colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Gain an understanding of clients’ insurance needs; critically analyze and compare insurance plans to make appropriate recommendations.
• Develops strong client relationships, becoming their trusted insurance advisor.
• Prepares annual review reports for clients.
• Presents a thorough review of the expiring insurance program, makes appropriate recommendations for changes and/or policy additions to ensure client retention.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgement to resolve.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Follows workflows, compliance procedures, and insurance company regulations.
• Travels occasionally to host or participate in meetings and events.

Qualifications

• Experience working with high net-worth insurance carriers, large Personal Lines accounts, and insurance savvy clients.
• Extensive knowledge of Personal Lines insurance products and services with the willingness to continuously learn and stay current with changes in the market.
• At least 2 years of experience and demonstrated proficiency in an insurance Account Management role.
• Superior customer service and problem-solving skills.
• Excellent oral and written communications skills.
• Ability to work in a team environment.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems such as Hawksoft.

Education, Licenses and Certifications

• Bachelor’s degree in Business, Insurance, Marketing or equivalent combination of education and experience.
• Active Property and Casualty Insurance Producer license.

Salary and Benefits

• Exact compensation may vary based on skills, experience, and location
• Medical, Dental and Vision
• Generous PTO
• Sponsorship of producer licenses and CE

Please reference the above Job ID number when applying for this open position with Moreland. Thank you

Moreland is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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I certify that the information provided on this application is truthful and accurate. I understand that providing false or misleading information will be the basis for rejection of my application, or if employment commences, immediate termination.

If an employment relationship is created, I understand the relationship will be entirely voluntary in nature, and either I or my employer will be able to terminate the employment relationship at any time and without cause.