Commercial Insurance Account Manager

JOB OVERVIEW

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

WHAT WE’RE LOOKING FOR

• Candidates with at least 3+ years of commercial insurance account management experience.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• A positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO

A detailed list of job duties includes (but is not limited to):

• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients
• Serves client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues
• Makes routine policy adjustments
• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team
• Prepares billing and provides standard office/administrative support including quoting and servicing Premium Finance Options

PERSONAL & ORGANIZATIONAL DEVELOPMENT

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintain up-to-date proposals/coverage workbooks, workflow logs, manuals or other required documentation and records
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Work effectively to resolve problems or enhance service in a timely manner
• Able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Ensure expert knowledge is maintained

KEY COMPETENCIES

• Full knowledge of Property Casualty lines of coverage and services
• Exemplify Team Values which include Tenacity, Positive Attitude, Open Communication, Passion and Willingness to Learn
• Recognize problems and respond appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Able to work effectively and efficiently both with and without direct supervision
• Able to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and oral

EDUCATION and/or EXPERIENCE

• A high school diploma or G.E.D. equivalent required. College degree preferred
• At least 3 years' experience in mid-size brokerage or carrier; construction related experience preferred but not required
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations
• This position continually requires teamwork, demonstrated poise, tact, and diplomacy
• Current Property and Casualty Broker License
• Nice to have: Completion of or progress toward additional certifications such as CRIS or ERIS