Small Business Account Manager, Business Insurance

Role Overview

• Responsible for the servicing of assigned accounts independently, utilizing discretion and independent judgment to craft solutions to be shared with customer.
• Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners
• Advise customers/prospects on the insurance policies/products/services available for protecting their business assets
• Responsible for front-end underwriting of customers to align the proper carrier and best solutions for the customer’s insurance needs
• Provide quotations, coverage summaries/comparisons, proposals and recommendations
• Market new business and renewal submissions to carriers utilizing our standard submission forms
• Responsible for customer communications, conflict resolution, and compliance on customer deliverables.
• Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the team, Director/SVP informed of issues.
• Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
• Guide processing of mail, renewals, new business, billing, cancellations, non-renewals,reinstatements, and other administrative functions carried out by associates and analysts
• Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance
• Make customers aware of the services available in other departments within the agency
• Work to attain individual, department and agency business goals
• Continue to update job knowledge by participating in educational opportunities

Requirements

• 3-5 years of insurance service experience
• Undergraduate degree or combination of industry education and experience
• Property & Casualty License
• Holds the Associate in General Insurance designation
• Strong working knowledge of business insurance coverages
• Extremely detail oriented
• High level of initiative and able to work well in a team environment
• Motivated, goal-oriented, persistent and skilled negotiator
• Strong technical capacity with knowledge of Microsoft Office software products
• Handles stressful situations and deadline pressures well
• Strong communication, organization and time management skills
• Results driven with a positive, professional attitude and exceptional customer service focus
• Plans and executes responsibilities independently and with discretion

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities