Senior Account Manager

About the role

Dodge Partners Insurance (DPI) is an independent insurance agency based in Omaha, Nebraska, serving clients across the nation. We offer innovative solutions, unmatched expertise and a dedicated team of professionals who are focused on providing exceptional quality in every facet of the insurance industry, both Property & Casualty and Group Benefits.

Responsibilities

• Provide quality service and sales functions to all Commercial Lines Dodge Partners clients and prospects.
• Assist producers in managing a book of business, including new and renewal marketing and placement.
• Collaborate with the Commercial Lines team to service or market each account efficiently and timely.
• Develop and maintain strong rapport between producers, clients, prospects, carriers and agency personnel.
• Demonstrate company core values and set priorities to manage workflow for efficient, timely and accurate processing of transactions, change requests and other responsibilities.
• Complete and ensure accuracy of requests submitted to carriers.
• Consult and inform producers of important account activities.
• Quote new commercial lines business for producers leveraging agency resources, technology and carriers.
• Remarket existing business based on service team requests or to meet client expectations.
• Develop and maintain a partnership and process with the service team to obtain quality quotes and remarkets.
• Prepare all types of commercial lines business that aligns with carrier and industry standards.
• Monitor workflow and suggest solutions to meet deadlines.
• Provide comprehensive attention to detail and thorough documentation to support E&O standards.
• Develop processes and conduct training for the Commercial Lines Department.
• Maintain proper documentation and task management in Worksmart to sustain accurate customer and prospect files.
• Negotiate with carrier underwriters and company personnel in a timely and professional manner.
• Stay informed of the insurance industry through independent study, continuing education, and agency resources.
• Ensure reasonable and reliable attendance and timeliness when reporting to work and completing work.
• Interact effectively with others.
• Perform other job duties as assigned.

Education/Experience/Qualifications

• High School diploma required; bachelor’s degree preferred.
• 5+ years experience in the insurance industry.
• Nebraska Property & Casualty Insurance License preferred; must obtain if hired.
• Additional designations a plus.

Required Skills / Abilities

• Extensive knowledge of commercial lines insurance.
• Strong organization and time management skills.
• Prior experience using an agency management system; proficient in using Microsoft Office.
• Highly motivated, self-starter who works independently and as part of a team to accomplish established agency goals.
• Accountable for own actions and delivers on commitments.
• Demonstrated leadership skills.
• Excellent written and verbal communication skills.

Special / Physical Requirements

• Hybrid Office/Remote schedule available.
• Some travel opportunities required for professional development and industry technology training.