SUMMARY:
The Senior Account Manager is responsible for assisting in the production of new and renewal accounts, in keeping with agency and individual producer goals, and when necessary, provides field service in support of producer activities and maintains high service standards.
ESSENTIAL FUNCTIONS:
- Market (as needed), service, develop, and retain assigned accounts; meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
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Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
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Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed
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Negotiate with the insurance companies for the most proper coverage options
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Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
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Perform all transactions and maintain client files on the agency management system
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Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
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Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner
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Prepare Stewardship reports, as needed
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Independently create renewal proposals
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Conduct renewal meetings with customers on behalf of the Producer
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Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
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Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
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Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
QUALIFICATIONS:
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5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing/rating preferred
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Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
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College degree, CPCU, and CIC designations preferred
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Proven experience working with mid-size to large commercial lines customers preferred
KNOWLEDGE, SKILLS, AND ABILITIES:
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Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
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Strong presentation skills, with the ability to influence others
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Ability to interpret abstract information
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Ability to work within a fast-paced, changing priority environment
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Self-motivated, with the initiative to prioritize and be self-directed
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Regular and punctual attendance is required
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Ability to communicate effectively, both verbally and in writing
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Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
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Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
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Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
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Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
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Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
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Ability to lift up to 20 pounds occasionally
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Requires operation of a computer workstation, including keyboard and video display
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All requirements may be modified to reasonably accommodate physical or mental impairment
