Select Commercial Lines Account Manager
Job Description
REQUIREMENTS
- 3 to 5+ years of Commercial Lines Retail Insurance Experience.
- Active Property & Casualty Insurance License.
- High School Diploma or equivalent.
- Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite.
- Superior organizational skills.
- Highly detailed.
- Understand customer challenges and partner with them to find solutions.
- Self-Starter.
- Excellent verbal and written communication skills.
- Excellent computer/internet/Microsoft skills.
- Patience and eagerness to be culturally effective with offshore (India based) employees.
RESPONSIBILITIES
- Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants.
- Service and manage all aspects of customer service for clients in accordance with both our client and agency procedures.
- Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager.
- Ensure expiration lists are in SharePoint utilizing correct template and format.
- Manage retention for service center, non-service center and surplus lines, as it applies.
- Promote growth of existing book through account rounding and new business.
- Adhere to our client’s Select Servicing Standards for all aspects of managing book of business.
- Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both our client and agency procedures.
- Utilize India team for all workflows in place for specific agency.
- Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required.
- Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day.
- Stay abreast of current market conditions and technical knowledge of products and tools available.
- Use deductive reasoning and critical thinking in work processes and communication skills.
- Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.
- Maintain a paperless workflow for both our client and agency.
- Other duties as assigned.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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