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The Account Manager II will provide clients with expertise in the field of Personal Lines Insurance through a quality of service that maintains a long-term relationship both internally and externally. This Personal Lines team member would maintain and develop existing and new customers through appropriate propositions, ethical sales methods, as a relevant internal liaison, to optimize quality of service, business growth, and customer satisfaction.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, individual must be able to execute each essential duty satisfactorily.
- Disseminate appropriate needs of client as it relates to Personal Lines Insurance
- Market to carriers to appropriate coverage
- Facilitate requests and needs of Carriers on behalf of clients
- Use independent judgment and discretion placing values and coverages and makes appropriate recommendations to clients with matters of insurance
- Take complete applications, including follow-up for documents required for processing in accordance with agency and carrier policies and procedures
- Set the customers expectations and educate them on the entire insurance process
- Follow through on transactions to ensure policies are properly issued
- Meet goals and objectives as agreed, comprehensive reviewed, and subject to modification
- Complete special projects as assigned by management
- Retain and grow assigned book of business, utilizing resources provided on a monthly basis to track and manage your profitability goals
- Support and assist agency producers and account executives
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
- Excellent written and verbal communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people
- Above average knowledge working in Microsoft Office
- Ability to work in and create Excel spreadsheets
- Insurance software required, AMS360 and Applied (EPIC) systems desired
- Above average knowledge to read, analyze and reconcile financial reports.
- Possess good analytical and problem solving skills
- Attention to detail
- May be required to work overtime as necessary
EDUCATION AND/OR EXPERIENCE:
- High School graduate or general education degree (GED) required, college preferred
- Must have P&C insurance License or working to obtain
- 1-3 years of insurance experience desired but not required
- Previous P&C insurance office experience desired but not required
CERTIFICATES, LICENSES, REGISTRATION:
- Must have P&C Insurance License or working to obtain
- Professional insurance designation preferred (CIC, CISR, CPCU, etc.) but not required