Insurance Account Manager

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.
• Proficiently uses agency management system 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.
• Completes 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.
• Reviews 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.
• 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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