Account Manager – Business Insurance, Real Estate Team

Responsibilities

• Managing established book of existing clients
• Resolving client questions, requests and issues with urgency and enthusiasm
• Cross selling / offering lines of coverage that are not currently written, and/or bringing in the internal agency expertise to assist
• Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.
• Mastering and maintaining knowledge of all carrier web-based marketing systems to support the book of business
• Back-office management of documentation that meets agency standard operating procedure requirements and client service standards

Experience And Education

• At least 5 years of recent Business Lines Account Management experience
• Large property accounts experience preferred
• Demonstrated success in overall customer service
• High School diploma: undergraduate degree preferred
• Property & Casualty insurance agent’s license required
• Professional designation (CPCU/CIC/ACSR/CISR) preferred
• Willingness to continue education is essential

Skills And Abilities Required

• Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint
• Applied Epic software proficiency preferred, but not required
• Ability to work with internal and external clients at all levels
• High level of organization ability
• High degree of self-discipline and motivation
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient
• Solution driven problem-solving skills and proven analytical skills
• Must be detail-oriented, with the ability to plan, manage expiration lists and related priorities
• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
• Ability to understand and manage complex projects while working under tight schedules and deadlines
• Team player with a strong work ethic
• Effective, professional verbal and written communication skills
• Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships
• High level of maturity and stability with an “optimistic” approach
• A self-starter with an entrepreneurial approach and hands-on experience