Insurica
Senior Account Manager
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
Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
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
Negotiate with the insurance companies for the most proper coverage options
Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
Perform all transactions and maintain client files on the agency management system
Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, in order to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
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
Prepare Stewardship reports, as needed
Independently create renewal proposals
Conduct renewal meetings with customers on behalf of the Producer
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
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.
Knowledge, Skills, and Abilities
Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
Strong presentation skills, with the ability to influence others
Ability to interpret abstract information
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications
5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing / rating preferred
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
College degree, CPCU, and CIC designations preferred
Proven experience working with mid-size to large commercial lines customers preferred
Working Conditions and Reasonable Accommodations
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
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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
Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
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
Negotiate with the insurance companies for the most proper coverage options
Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
Perform all transactions and maintain client files on the agency management system
Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, in order to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
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
Prepare Stewardship reports, as needed
Independently create renewal proposals
Conduct renewal meetings with customers on behalf of the Producer
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
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.
Knowledge, Skills, and Abilities
Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
Strong presentation skills, with the ability to influence others
Ability to interpret abstract information
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications
5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing / rating preferred
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
College degree, CPCU, and CIC designations preferred
Proven experience working with mid-size to large commercial lines customers preferred
Working Conditions and Reasonable Accommodations
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
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