Senior Account Manager - Select Business Unit

About the role

The Senior Account Manager is responsible for overall sales and service support to the Select Business Unit clients and prospects.

Responsibilities

• Provide prompt, courteous, and knowledgeable service to Select Business Unit clients and prospects.
• Process endorsements, certificates, cancellations, audits, and other transactions according to agency standards.
• Utilize the service centers with core partners and account rounding.
• Resolve accounting discrepancies.
• Support new business and renewals by maintaining prospect/client files within the agency management system, assembling proposals, issuing binders, I.D. cards, certificates of insurance and invoicing.
• Check policies to ensure the accuracy of the various transactions.
• Develop and maintain friendly and professional relationships with clients, prospects, underwriters, vendors, and others.
• Maintain client files on the agency management system.
• Be aware of opportunities to add new business to existing clients or cross-sell business to other departments.
• Maintain knowledge of industry forms and coverage changes.
• Perform other duties as requested.

Requirements

• A successful candidate will have an active P&C license and a minimum of 3 years of experience in the commercial insurance industry.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Strong organization and prioritization skills.
• Computer skills (Word, Outlook, Excel).

Skills

• Previous working knowledge of Insurance Agency Management software programs, preferably Applied software Epic.

Benefits

We offer:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities