Account Manager - Property And Casualty

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