W3Global
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Account Manager
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W3Global 2 days ago Be among the first 25 applicants Join to apply for the
Account Manager
role at
W3Global Job Title:
Account Manager - Commercial Lines
Location:
Fayetteville,NC
Reports to:
Department Head
Primary Role
Provide service and marketing/placing expertise to assigned accounts.
Support our client and assigned producers by placing and processing new business and renewals.
Retain renewals through provision of quality service.
Support sales and account growth objectives of our client through cross-selling, up-selling, making interdepartmental referrals, and obtaining testimonials and referrals.
Performance Standards
Meet our client's target goals for: Client service including zero backlogs in account servicing for all transaction processing Renewal retention Sales including new business production and referrals Account development including cross-selling and up-selling Collections Meet our client's productivity goals Provide support to producers to facilitate account growth
Qualifications
Property casualty commercial lines and bond product knowledge and risk management expertise with at least five (5) years' experience Good oral and written communication skills Technical and client relations expertise Good organizational skills Property & casualty license required Agency management system computer skills required College degree, CISR, ACSR, CIC, or CPCU preferred
Duties
Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes, and diaries Respond to client inquiries, incoming mail, company requests, and producers' needs on a timely basis Collect renewal data on assigned accounts, visiting clients if necessary Review and order renewals according to our client's procedures Survey policy coverages and identify cross-selling and upgrading opportunities Review, analyze, and submit applications to insurance companies Follow our client's underwriting guidelines Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects' understanding and adequacy of coverages Review new business, renewals, and endorsements to ensure items were received as ordered Prepare billing following our client's credit and collections policies Participate in courses for insurance/sales skills Maintain current knowledge of underwriting requirements of carriers Keep current with industry trends by reading appropriate journals and company bulletins Maintain knowledge of policy provisions and any changes in these provisions Maintain client risk files on the computer system and use the system for all processing transactions Participate in any special projects at management's request
If you want, I can now make a
short "job order" version
of this Fayetteville posting that's just 7-8 key points so you can send it fast with candidate profiles. That would be quicker for clients to review.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Marketing Industries Staffing and Recruiting Referrals increase your chances of interviewing at W3Global by 2x Sign in to set job alerts for “Account Manager” roles.
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#J-18808-Ljbffr
Account Manager
role at
W3Global 2 days ago Be among the first 25 applicants Join to apply for the
Account Manager
role at
W3Global Job Title:
Account Manager - Commercial Lines
Location:
Fayetteville,NC
Reports to:
Department Head
Primary Role
Provide service and marketing/placing expertise to assigned accounts.
Support our client and assigned producers by placing and processing new business and renewals.
Retain renewals through provision of quality service.
Support sales and account growth objectives of our client through cross-selling, up-selling, making interdepartmental referrals, and obtaining testimonials and referrals.
Performance Standards
Meet our client's target goals for: Client service including zero backlogs in account servicing for all transaction processing Renewal retention Sales including new business production and referrals Account development including cross-selling and up-selling Collections Meet our client's productivity goals Provide support to producers to facilitate account growth
Qualifications
Property casualty commercial lines and bond product knowledge and risk management expertise with at least five (5) years' experience Good oral and written communication skills Technical and client relations expertise Good organizational skills Property & casualty license required Agency management system computer skills required College degree, CISR, ACSR, CIC, or CPCU preferred
Duties
Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes, and diaries Respond to client inquiries, incoming mail, company requests, and producers' needs on a timely basis Collect renewal data on assigned accounts, visiting clients if necessary Review and order renewals according to our client's procedures Survey policy coverages and identify cross-selling and upgrading opportunities Review, analyze, and submit applications to insurance companies Follow our client's underwriting guidelines Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects' understanding and adequacy of coverages Review new business, renewals, and endorsements to ensure items were received as ordered Prepare billing following our client's credit and collections policies Participate in courses for insurance/sales skills Maintain current knowledge of underwriting requirements of carriers Keep current with industry trends by reading appropriate journals and company bulletins Maintain knowledge of policy provisions and any changes in these provisions Maintain client risk files on the computer system and use the system for all processing transactions Participate in any special projects at management's request
If you want, I can now make a
short "job order" version
of this Fayetteville posting that's just 7-8 key points so you can send it fast with candidate profiles. That would be quicker for clients to review.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Marketing Industries Staffing and Recruiting Referrals increase your chances of interviewing at W3Global by 2x Sign in to set job alerts for “Account Manager” roles.
Fayetteville, NC $35,000.00-$45,000.00 2 years ago Associate Member Services Representative
Inside Sales Representative (Waterworks)
Associate Territory Manager - Endoscopy - Greater Wilmington, NC
Fayetteville, NC $40,000.00-$60,000.00 2 days ago National Accounts Manager - Farm & Regional Home Centers
Dunn, NC $50,000.00-$75,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr