Senior Insurance Broker

Hansell Tierney is assisting our client, a regional insurance agency in the South Sound, with their search for a Senior Insurance Broker to join their growing team.

Location: Puyallup, Washington
Compensation Range: $75,000 - $95,000 annually. This role may also be eligible for discretionary bonus or other incentive compensation.
Benefits – Full Medical and Dental insurance (100% covered for employees, 50% for dependents), 401(k) with 100% match up to 4%, 3 weeks PTO (starting) 7 paid holidays and 5 floating holidays. Flexible remote-work policy (role-dependent)

Role Overview
As a Senior Insurance Broker, you are responsible for managing client accounts, evaluating competitive insurance policies, and ensuring clients receive tailored coverage that meets their needs. Your role involves leading high-value client consultations, driving business growth, and optimizing policy placements to align with clients' financial and healthcare needs. By maintaining strong carrier relationships, collaborating with support staff, and ensuring compliance with industry regulations, you contribute to the company’s success and long-term client retention.

Key Responsibilities
In this role, you will:

• Assist clients in selecting insurance policies that best meet their needs, offering expert advice and recommendations.
• Prepare quotes, process applications, and help clients understand their coverage options.
• Provide clients with timely and efficient service, resolving issues and handling inquiries promptly.
• Maintain strong relationships with clients, ensuring satisfaction and addressing any concerns.
• Stay up-to-date with market trends and industry changes to offer clients the most relevant and competitive options.
• Ensure compliance with regulatory requirements and company policies when processing applications and claims.
• Track and manage client policies, making necessary updates and ensuring timely renewals.
• Support the team in maintaining an organized and up-to-date client database.
• Collaborate with team to share best practices and learn from others to continually raise the bar.
• Train and mentor junior employees to scale impact and grow the agency.

Required Skills and Knowledge
To be successful in this role, you will:

• Have relevant experience in the insurance industry or a related field.
• Possess a valid insurance license and maintain continuing education credits as required.
• Complete and maintain all required federal and local licenses and carrier certifications.
• Demonstrate strong communication and interpersonal skills, both in person, via phone/email, and virtually / remote.
• Are proactive, detail-oriented, and able to manage multiple tasks simultaneously.
• Have the ability to build and maintain relationships with clients, ensuring satisfaction and retention.
• Maintain a deep knowledge of the latest insurance industry trends, products, regulations, etc.
• Have proficiency in relevant software and systems including insurance systems / portals, CRM (Client Relationship Management) or AMS (Agency Management System) systems, and Microsoft Office Suite.

Performance Metrics and Accountability
Your performance is evaluated based on key metrics, including:

• Policy sales volume and client retention rates, including the number of new policies written and the retention rate of existing policies.
• Customer satisfaction scores and quality of client support.
• Lead engagement and conversion rates, ensuring a strong pipeline of new business.
• Compliance accuracy, including adherence to documentation standards and regulatory guidelines.
• Revenue growth contributions through writing new policies, renewing existing policies, or adding new coverage types to existing clients. 

Compensation and Benefits Disclosure

The compensation range listed above represents the expected range for this position. Actual compensation may vary based on factors including experience, skills, internal equity, and geographic location.

Benefits available to eligible employees or consultants may include medical, dental, and vision insurance, paid sick leave, retirement savings plans, paid time off, and other employer-sponsored programs.

This role may also be eligible for bonus, commission, or other incentive compensation depending on the position and company policies.

*This Organization Participates in E-Verify* This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

About Hansell Tierney:
Hansell Tierney is one of the premier staffing and recruiting companies in the Pacific Northwest.  Launched in 2001, we are a woman-owned business that serves and staffs Northwest organizations by doing things the right way, not just the easiest way.  Hansell Tierney partners with candidates and clients to match the best candidates with interesting local opportunities.  We navigate every relationship with the highest level of discretion and service while holding ourselves accountable to our promises.  Our business thrives on our deep understanding of the job market and our ability to skillfully tailor our recruitment process to meet our clients’ unique needs.