Account Manager - Property And Casualty

Career Personnel Montgomery , AL 36112

Posted Yesterday

TITLE: ACCOUNT MANGER P&C

JOB SPECIFIC INFORMATION

PREFERRED EDUCATION, TRAINING AND EXPERIENCE: College Degree in Business or related subject, clean and valid drivers license, knowledge of principles and processes for providing customer services including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction, knowledge of principles and methods for showing, promoting, and selling products and services, be competitive and aware of competitive pressures, work independently, effectively manage time, and collaborate, excellent oral and written communication skills, analytical skills and problem solving ability, organized, self-starter, and computer skills including Microsoft Office software

REQUIREMENT: Resident P&C license, per state requirements. A new hire not currently licensed will have 6 months from date of hire to obtain license

GENERAL RESPONSIBILITIES:

This position is responsible for:

  • Focusing on sales, service, and retention of assigned Commercial Lines book of business
  • Quoting new and existing business
  • Supporting and working with the Sales Team
  • Working as part of a team
  • Working with onsite equipment
  • Performing other duties as requested by Supervisor

PHYSICAL AND MENTAL REQUIREMENTS:

The functions of this position usually require standing, sitting, reaching, kneeling, bending, crouching, light lifting, walking, carrying and other movements. Tasks involve working on a computer keyboard, computer software applications, involved extensive wrist and hand movement, visual acuity, ability to frequently convey detailed or important instructions or ideas accurately, audibly, and quickly, ability to hear average or normal conversations and receive ordinary information, and travel by motor vehicle. All individuals in this position are required to have regular, onsite attendance and be able to perform these tasks without risk of injury to themselves, others, or to otherwise demonstrate or explain how they can perform the essential functions listed.

ESSENTIAL FUNCTIONS


STRATEGIC:

  • Identifying opportunities within existing book of business and developing solutions to address clients needs
  • Providing ongoing sales and service support to existing client base and Sales Team, including but not limited to offsite sales presentations and meetings
  • Making decisions and solving problems
  • Communicating effectively with carriers and persons outside the organization
  • Establishing and maintaining interpersonal relationships
  • Meeting with Carriers periodically to stay current on product development, issues, marketplace changes, etc.
  • Seeking opportunities to provide good public relations for Insurance Services in the community
  • Quoting and Marketing business for existing accounts
  • Meeting with account to review coverage prior to policy renewal
  • Identifying and using outside experts as part of the sales process

ADMINISTRATIVE:

  • Ensuring compliance with Agency policies and practices
  • Ensuring compliance with Federal/State regulations
  • Ensuring compliance with third party vendors
  • Self-learning/knowledge of Microsoft Office software
  • Self-learning/knowledge of Internet & Email
  • Ensuring total document and data integrity
  • Manage personal workload/workflow
  • Analyzing data or information
  • Keeping Agency System updated with activities and client information
  • Daily processing policies, endorsement, issuing certificates and auto insurance cards
  • Obtaining claim information in the event of a loss and reporting the incident to the carrier

PROFITABILITY:

  • Recommending improvements to procedures
  • Maximizing technology tools available
  • Minimizing departmental non-payroll costs
  • Monitoring and managing workload and using time wisely
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Commercial Lines Account Manager BXS Insurance (172664)

Bancorpsouth

Posted 3 months ago

VIEW JOBS 4/15/2022 12:00:00 AM 2022-07-14T00:00 Hi there! Have you been searching for that awesome company you can finally call home and retire from? What about that dream job you've always wanted where you wake up happy and love what you do and the people you work with every day? Well look no more...BXS Insurance can be that place for you! At BXS Insurance we are more than just a workplace. We are a company that prides itself on values and the people that we employ. From defined career paths and 1:1 career coaching, to in-office activities and celebrations, BXS Insurance is a place where you can continuously grow as a professional while also having fun with your colleagues. We offer YOU: * Competitive salary * Excellent benefits package that includes 4 medical plans, 2 dental plans, vision, and additional company paid and voluntary ancillary coverages * Superior retirement savings plans that include both a 401(k) & pension plan * Awesome PTO that includes an accrual of up to 3 weeks vacation, 12 sick days, and 11 holidays * Flexible work arrangements including hybrid remote work and flex time * Innovative training opportunities * Outstanding Career Development Program Primary Function: The Senior Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty clients. With the producer, this position manages the clients exposure to risk and coordinates services for the development, retention and rounding of accounts. Typically assigned to the largest and/or most complex clients. May assist in preparing RFP responses. Typically reports to a department manager. Primary Responsibilities: * Functions independently to inform and educate, answer questions, resolve issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients' coverages. * Provides exceptional customer service for assigned accounts, including correspondence, communication and meetings with customers, producers and insurance carriers. * Independently, or in partnership with producer(s) and marketing, manages new/renewal business strategy including the coordination of roles and the obtaining of information. * Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department. * Maintains accurate and up-to-date data in agency management system according to agency workflows. * Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows. * Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to client in a timely manner. * Coordinates clients' needs with the support team regarding the issuance of binders, certificates and evidence of property. * Pursues prompt client payment in coordination with the producer. Requests cancellations from the carrier according to agency workflows. * Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed. * Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency. * Maintains current knowledge of industry trends, new product information, legislation, coverages and technology. * Provides guidance and direction to account associates and less experienced account managers as needed. * Overtime work, as needed. * Other duties as assigned. Qualifications: Education/Designations * College degree preferred, high school diploma or equivalent required * Appropriate active Property & Casualty license required * CIC or equivalent designation required Skill Requirements * Experience and proficiency using Microsoft Word and Excel and/or G Suite products including Gmail, Docs word processing, Sheets and Drive cloud storage * Excellent verbal and written communication skills * Ability to work with numbers including basic calculations * Organizational and time management skills * Ability to work in a team environment * Projects professional appearance and manner * Self-starter with the ability to be flexible * High attention to detail Work Experience * Typically has up to 7+ years of account management experience * Expert working knowledge of insurance brokerage industry including products, rating, underwriting, coverages and industry operations Physical Requirements * Must be able to communicate effectively with clients, producers, carriers and staff * Ability to stand or sit at a workstation during a standard workday * Ability to operate a computer and other office productivity machinery, such as a calculator, copy machine and printer * Ability to move about the office to access office machinery and supplies Mental Requirements * Ability to work and meet challenging deadlines and expectations * Job entails meticulous attention to detail. Must perform well with frequent interruptions or distractions * Ability to quickly adjust priorities, focus and direction as circumstances dictates We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws. Bancorpsouth Montgomery AL

Account Manager - Property And Casualty

Career Personnel