MarshBerry
Overview
Join to apply for the
Account Manager, Commercial
role at
MarshBerry . FirstChoice, a MarshBerry Company, is growing and values a people-first, fast-paced, collaborative culture with opportunities for growth. We offer competitive benefits, hybrid work schedules, and learning experiences. Position Summary
FirstChoice is currently seeking a
Commercial Account Manager
for our Richmond, Virginia office. The
Account Manager
is responsible to market, quote, and bind new business, build and maintain mutually beneficial relationships with agency members and carrier underwriters, serve as liaison between members and insurance carriers, and provide excellent service to all FirstChoice members and partners. Responsibilities
Review new business submissions and triage appropriately. Identify the best opportunities as well as accounts to decline due to class of business, insufficient lead time, E&S or non-standard business, etc., within established procedures and timeline. Market new and renewal business based on the applicant’s risk profile and geographic location. Prepare carrier-generated proposals and communicate results to members. Proactively develop relationships with members in the assigned territory. Work with Regional Sales Leaders to identify and capitalize on cross-sell opportunities. Maintain knowledge of basic underwriting skills, insurance regulations, best practices, and carrier appetites. Educate agents and insureds regarding insurance coverages, needs, and pricing. Maintain a suspense system to proactively follow-up on quotes, member correspondence, and any outstanding items to bind policies and successfully write new business. Maintain electronic files in an orderly manner as prescribed in the FirstChoice standard operating procedures. Provide timely, courteous, and professional customer service to all FirstChoice members and partners. Contribute to individual and team written premium goals. Other special projects, tasks, or duties as assigned. Selection Criteria
Education & Experience: Bachelor’s Degree preferred in Finance, Business, or other related field or the equivalent of 3+ years’ experience in commercial insurance. Minimum of 2 years’ experience in commercial lines insurance. P&C license required. Additional insurance designations or licenses are a plus. Proficient with technology: CRM, Microsoft Word, and Excel. Knowledge of Applied Epic is a plus. Knowledge of insurance coverages and carrier appetites. Other: Drives for results: Consistently meets or exceeds expectations. Ensures timely and accurate completion of all assignments and projects. Pushes through challenges to achieve quantifiable results. Customer service: Demonstrates a “customer first” attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions addressed. Communication: Conveys information clearly and concisely in written and verbal form. Listens attentively to others and responds based on information received. Prioritization: Organizes job duties. Meets deadlines. Aligns projects and tasks with corporate objectives. Process oriented: Follows procedures to ensure accurate completion of tasks. Uses data to identify inefficiencies and suggests improvements. Collaboration: Works with peers and is able to complete tasks with others while including others in decisions. Confidentiality: Maintains privacy of proprietary information. Accountability and Responsibility: Takes ownership of results and actions. Integrity: Upholds high ethical standards. Working at FirstChoice, a MarshBerry Company
Who We Are:
FirstChoice is a division within the MarshBerry Company. We practice The Collaborative Way and are committed to Diversity, Equity, and Inclusion. We promote a welcoming and inclusive environment for all. What We Do:
MarshBerry provides consulting services in the financial services industry to independent insurance agents, brokers, carriers, and wealth/retirement plan advisors. FirstChoice is the largest network of agencies in the country and focuses on helping them grow with education, technology consultation, market access, and increased revenue. To learn more about MarshBerry and FirstChoice, visit
www.marshberry.com/firstchoice . We are an equal opportunity employer. Applications are considered without regard to race, color, sex, religion, national origin, age, disability, military status, or genetic information.
#J-18808-Ljbffr
Join to apply for the
Account Manager, Commercial
role at
MarshBerry . FirstChoice, a MarshBerry Company, is growing and values a people-first, fast-paced, collaborative culture with opportunities for growth. We offer competitive benefits, hybrid work schedules, and learning experiences. Position Summary
FirstChoice is currently seeking a
Commercial Account Manager
for our Richmond, Virginia office. The
Account Manager
is responsible to market, quote, and bind new business, build and maintain mutually beneficial relationships with agency members and carrier underwriters, serve as liaison between members and insurance carriers, and provide excellent service to all FirstChoice members and partners. Responsibilities
Review new business submissions and triage appropriately. Identify the best opportunities as well as accounts to decline due to class of business, insufficient lead time, E&S or non-standard business, etc., within established procedures and timeline. Market new and renewal business based on the applicant’s risk profile and geographic location. Prepare carrier-generated proposals and communicate results to members. Proactively develop relationships with members in the assigned territory. Work with Regional Sales Leaders to identify and capitalize on cross-sell opportunities. Maintain knowledge of basic underwriting skills, insurance regulations, best practices, and carrier appetites. Educate agents and insureds regarding insurance coverages, needs, and pricing. Maintain a suspense system to proactively follow-up on quotes, member correspondence, and any outstanding items to bind policies and successfully write new business. Maintain electronic files in an orderly manner as prescribed in the FirstChoice standard operating procedures. Provide timely, courteous, and professional customer service to all FirstChoice members and partners. Contribute to individual and team written premium goals. Other special projects, tasks, or duties as assigned. Selection Criteria
Education & Experience: Bachelor’s Degree preferred in Finance, Business, or other related field or the equivalent of 3+ years’ experience in commercial insurance. Minimum of 2 years’ experience in commercial lines insurance. P&C license required. Additional insurance designations or licenses are a plus. Proficient with technology: CRM, Microsoft Word, and Excel. Knowledge of Applied Epic is a plus. Knowledge of insurance coverages and carrier appetites. Other: Drives for results: Consistently meets or exceeds expectations. Ensures timely and accurate completion of all assignments and projects. Pushes through challenges to achieve quantifiable results. Customer service: Demonstrates a “customer first” attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions addressed. Communication: Conveys information clearly and concisely in written and verbal form. Listens attentively to others and responds based on information received. Prioritization: Organizes job duties. Meets deadlines. Aligns projects and tasks with corporate objectives. Process oriented: Follows procedures to ensure accurate completion of tasks. Uses data to identify inefficiencies and suggests improvements. Collaboration: Works with peers and is able to complete tasks with others while including others in decisions. Confidentiality: Maintains privacy of proprietary information. Accountability and Responsibility: Takes ownership of results and actions. Integrity: Upholds high ethical standards. Working at FirstChoice, a MarshBerry Company
Who We Are:
FirstChoice is a division within the MarshBerry Company. We practice The Collaborative Way and are committed to Diversity, Equity, and Inclusion. We promote a welcoming and inclusive environment for all. What We Do:
MarshBerry provides consulting services in the financial services industry to independent insurance agents, brokers, carriers, and wealth/retirement plan advisors. FirstChoice is the largest network of agencies in the country and focuses on helping them grow with education, technology consultation, market access, and increased revenue. To learn more about MarshBerry and FirstChoice, visit
www.marshberry.com/firstchoice . We are an equal opportunity employer. Applications are considered without regard to race, color, sex, religion, national origin, age, disability, military status, or genetic information.
#J-18808-Ljbffr