Job Description
Job DescriptionGeneral Purpose:The Account Manager will be primarily responsible for the ongoing management of clients, retention of new and renewal clients, and maintaining a partnership with the VP of Operations and Business Development and/or Producer to support business development activities while upholding high service standards.Essential Job Functions:This agency expects their employees to promote an atmosphere of teamwork with other employees. Therefore, the following list of duties is not all-inclusive:
- Provide outstanding customer service by handling the day-to-day account management responsibilities by communicating via email, phone and in person
- Ability to convey detailed and important information or ideas accurately (including verbally, written, via telephone and personal meeting situations)
- Determine appropriate client service support for new and existing clients; promptly respond to client and carrier inquiries, maintain, and enhance the agency’s relationships with existing clients by executing proactive and ongoing contact initiatives
- Independently enter and maintain accounts/policies in agency management system
- Issue endorsements, certificates, evidence of property, pending cancellations/reinstatements, and other transactions – including review of contracts and special certificate/coverage requests for compliance and respond to client
- Use specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expand/round-out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage
- Quality check and thorough review of all policies and endorsements received from insurance carriers
- Proactively work with the VP of Operations and Business Development and/or Producer to timely and accurately manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients to ensure timely renewal of all policies, keeping the VP of Operations and Business Development and/or Producer informed of pertinent information regarding accounts
- Support VP of Operations and Business Development and/or Producer and provide assistance with the development of new business
- Determine reasons for requests for cancellations from clients and partner with the Producer to save accounts
- Participate in seminars, training, and continuing education sessions to maintain required licenses and for knowledge, skill, and development
- Check Progressive website daily for new transactions, monitor emails from Acuity, CNA Surety, Hartford, Travelers, Progressive, Selective (including flood), Berkley SE for new transactions
All job functions are expected to be performed according to agency guidelines, workflows and procedures.Education and Experience:
- Active Property & Casualty Agent/Producer License required and in good standing required
- 3-5 years independent agency experience required
- Bachelor’s degree preferred
Required Skills & Abilities:
- Proficient in Microsoft Word, Outlook, Excel and other software applications such as PDF editing software, Docusign, Epay and Zoom
- Strong analytical skills and organizational skills
- Must be a self-starter who is able to work independently but also as part of a team
- Excellent written and verbal skills
- Proficient in agency management software (EPIC is a plus)
- 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
- Must be able to work beyond normal duty hours, on weekends, and support other positions temporarily, when necessary
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