Insurance Account Manager

About the role

The Account Manager assists the Insurance Advisors and VP of Insurance in quoting, servicing, audits and renewals generally maintaining our Commercial Lines book of business. This role works closely with our Insurance Processors as well as the Senior Account Manager's being an account liaison working with clientele for the greater good of their business.

Essential Duties And Responsibilities

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Safeguards confidentiality of member information.
• Sustains a diverse and inclusive work environment.
• Performs functions on agency management system proficiently and assists others as needed.
• Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to Commercial Sales staff or clients as directed.
• Handles normal account service activity including endorsements, audits, invoicing, etc.
• Is responsible for policy processing and quality control.
• Gathers the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within seven days of receipt.
• Conducts periodic service calls for designated accounts.
• Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within three days of date quoted to client.
• Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
• After reviewing updated client exposure survey information, obtains other renewal information from insured and completes applications for designated renewal business sixty days before renewal date.
• Receives phone calls and office visitors requesting quotes, changes to existing coverage, review/process certificate of insurance requests and completes the changes/requests within 24 hours of receipt.
• Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Handles premium collection through form letter and request cancellation of policies when necessary.
• Follows up on outstanding claims and provides assistance in their resolution, as necessary.
• Solicits expiration dates for policies not written by agency.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Maintains strong carrier relationships in the Commercial Lines space.
• Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
• Solicits recommendations from current client base to solicit for new business prospects;