Account Manager - Insurance Solutions Group
Overview
The Select Business Unit Account Manager I is expected to maintain a book of business based on location practice, demonstrating the ability to handle a book of business up to $125,000 in commission revenue. Market and service accounts (new and existing) to foster new business development and existing client perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account files.
Essential Duties And Responsibilities
- Manage client accounts, including processing service requests, endorsements, cancellations, and other functions, handling a book of business up to $125,000, as available
- Initiate or respond to sales calls for new business or account rounding
- Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
- Screens and processes insurance applications
- Prepare and compile a variety of insurance-related documents within established procedures
- Market existing and new accounts
- Maintain all records
- Maintain positive carrier relationships
- Aid in meeting office sales goals
Licensing Or Certification Requirements
- MUST hold current Property/Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
- Must be working towards CISR designation
Work And Education Experience Requirements
- 2-4 years’ insurance experience
- High school diploma or equivalency; some college preferred
Training Requirements
- Department and Position Specific Training
- Microsoft Office Applications
- Office Etiquette
- Ethics
- Time Management
- Advanced Customer Service
- Basic Leadership Skills
- E and O Basics
Additional/Preferred
- CISR Designation or similar insurance designation
- Advanced Leadership Skills
- Life/Disability License
- Any additional designations/specializations
Supervise support team
Participate in training of new hires or less experienced teammates
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel
No Travel Required
Required Education
High school or equivalent
Department Account Management & Service
This is a hybrid role, requiring three days per week in the office.
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