Account Manager-College Applicant Apply
Account Manager-College Applicant Apply
Posted on :
10-04-2025
Employer Active
1 Vacancy
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Job Description
ACCOUNT MANAGER
PRIMARY ROLE:
Daytoday maintenance and servicing of assigned Commercial Lines accountsIncluding but not limited to:
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive accountrounding upselling of limits andcoverages and by providing extraordinaryclient service
QUALIFICATIONS &EDUCATION:
- Appropriate State license(s). Minimum 3 years insurance brokerage orequivalent experience. Completion ofCISRorACSRdesignation; currentlyenrolled in INS or API program.
- Twoyear associate college degree required; fouryear college degree preferred
- Extensive knowledge of all lines of personal insurance includingsophisticated and less commoncoverages especially thoseproductsrepresentedthrough agency
- Thorough knowledge of brokerage operations includingclaims handling procedures personal lines rating agencymanagement system and applicable insurance laws/codes
- Experience and expertise in operating in electronic environment;excellentautomationskills including MIS Outlook Word Excel document managementsoftware carrier proprietary systems and phone systems
- Familiarity with risk assessment and risk managementtechniques
- Excellent time management organizational and verbal and writtencommunication skills
- High degree of selfmotivation and selfdirection
DUTIES:
- Support Producers sales efforts by handling accounts once bound
- Perform annual review and risk exposure analysis of renewal policies for propercoverage incorporating information obtained from client
- Maintain MIS client files and ensure proper documentation by processing allpolicies endorsement changes invoices binders certificates of insurancedocumentation activities etc. according to agency procedures and withinagency timelines
- Maintain control of renewal expiration lists binders and any agedreceivables in accordance with agency guidelines.
- Respond to client inquiries incoming email mail and company requests inaccordance with agency guidelines
- Review all items to be processed to insure items were received as ordered.
- Participate in courses for insurance/sales skills. Maintain current knowledge ofunderwriting requirements of carriers. Keep current with industry trends byreading appropriate journals and company bulletins.
- Participate in any special projects at managements request.
Required Experience:
Manager
Employment Type
Full-Time
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