Commercial Lines Account Manager
3.
1 Full-time 19 hours ago Full Job Description Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Purpose:
Retain clients through servicing and management of client relationships both internally and externally.
Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.
Essential Duties and
Responsibilities:
Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
Identify gaps in coverage and consult leadership or producer of options to advise the client.
Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
Assist in growing the assigned book of business through account rounding and referrals.
Support marketing and sales teams as needed.
Document renewal, sales, and insurance operations compliance documents into the sales management database.
Attend internal and client meetings, as needed.
Follow agency guidelines, policies and procedures; Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
Promote a commitment to achieve or exceed internal and external performance standards.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
All other duties as assigned.
Competencies:
Resilience- Steps up to tackle tough assignments.
Drives Results - Consistently achieve results through problem solving.
Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity.
Customer Focused - Builds strong relationships and delivers customer centric solutions.
Drives Engagement - Helps create a positive and engaging work environment.
Cultivates Innovation - Creates new and better ways for internal processes.
Attracts & Develops Talent - Refer top talent and set a positive example for potential new hires.
Decision Quality - Make good and timely decisions that drive efficient workflows.
Communicates Effectively - Delivers communications that convey a clear understanding of the unique needs of different audiences.
Mentorship - Support the growth and development of others through teamwork and knowledge sharing.
Education, Experience and Knowledge Required:
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire.
Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.
) 5
years' experience in the insurance industry, or a related field.
Preferred:
College Degree in a business-related field.
Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU) To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Physical Requirements Necessary on a Regular Basis:
Ability to perform 70% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force frequently; may be asked to exert up to 20 pounds of force periodically, as needed.
Ability to visit clients, prospects, and make related calls as needed.
Vision sufficient for use of a computer monitor.
Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis, 7-8 hour per day.
Speech and hearing sufficient for phone and in-person communication.
Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
1 Full-time 19 hours ago Full Job Description Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Purpose:
Retain clients through servicing and management of client relationships both internally and externally.
Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.
Essential Duties and
Responsibilities:
Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
Identify gaps in coverage and consult leadership or producer of options to advise the client.
Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
Assist in growing the assigned book of business through account rounding and referrals.
Support marketing and sales teams as needed.
Document renewal, sales, and insurance operations compliance documents into the sales management database.
Attend internal and client meetings, as needed.
Follow agency guidelines, policies and procedures; Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
Promote a commitment to achieve or exceed internal and external performance standards.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
All other duties as assigned.
Competencies:
Resilience- Steps up to tackle tough assignments.
Drives Results - Consistently achieve results through problem solving.
Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity.
Customer Focused - Builds strong relationships and delivers customer centric solutions.
Drives Engagement - Helps create a positive and engaging work environment.
Cultivates Innovation - Creates new and better ways for internal processes.
Attracts & Develops Talent - Refer top talent and set a positive example for potential new hires.
Decision Quality - Make good and timely decisions that drive efficient workflows.
Communicates Effectively - Delivers communications that convey a clear understanding of the unique needs of different audiences.
Mentorship - Support the growth and development of others through teamwork and knowledge sharing.
Education, Experience and Knowledge Required:
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire.
Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.
) 5
years' experience in the insurance industry, or a related field.
Preferred:
College Degree in a business-related field.
Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU) To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Physical Requirements Necessary on a Regular Basis:
Ability to perform 70% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force frequently; may be asked to exert up to 20 pounds of force periodically, as needed.
Ability to visit clients, prospects, and make related calls as needed.
Vision sufficient for use of a computer monitor.
Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis, 7-8 hour per day.
Speech and hearing sufficient for phone and in-person communication.
Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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