Technical Account Manager

Summary

Under the direction of the Director of Commercial Operations and Technical Account Manager Team Lead; provide superior service in expanding and maintaining the Commercial Lines client base; analyze and maintain your client book of business by assisting with quoting, handling client requests by mail, phone, email or in person from the policyholders, carrier representatives or others concerning their insurance needs.

Ideal candidates must have the following:

• Property & Casualty Insurance License

• At least one year of experience in a broker or carrier setting

Essential Duties and Responsibilities

• Assist Client Account Manager on new business and renewal business process including but not limited to gathering renewal information, preparing submission applications, setting up master certificates, and issuing auto ID cards
• Prepare and send endorsement requests, review audits to ensure accuracy, and manage policy checking procedure
• Maintain accurate Agency Management System files for each client
• Stay informed of industry trends, develop carrier relationships, and participate in ongoing professional development relevant to Commercial Lines Insurance
• Coordinate endorsement and audit billing with internal billing team

Certificates/Licenses/Education:

Bachelor's Degree Required

Property & Casualty Insurance License Required

Required Skills/Abilities

To perform the job successfully, an individual should demonstrate the following skills and abilities:

• Communication: ability to convey information clearly and effectively to clients, teammates, and leadership, both orally and in writing

• Risk Management: ability to identify, assess, and manage risks in a strategic and timely manner to minimize negative outcomes

• Accountability: ability to take responsibility for both actions and outcomes, personally and professionally

• Resilience: ability to cope with and navigate setbacks and maintain performance under pressure; ability to adapt to organizational changes

• Teamwork: ability to collaborate with both internal teammates and external clients achieve a common goal

• Technology: general knowledge of basic computer applications and software with the ability to quickly learn new technology as needed; applicants and software include but are not limited to Microsoft Office Suite and Adobe

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be provided to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA), to enable them to perform the essential functions of the job.

While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands and fingers, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, and speak or hear. The employee must occasionally lift and/or move up to 10 pounds. Some positions may require the ability to drive a vehicle. Specific vision abilities required by this job include close vision, depth perception, and ability to adjust focus.

Work Environment:

Seubert believes in a work-life alignment. Understanding the importance of balance between professional and personal lives, our policies advocate for a health work-life alignment that allows employees to achieve success. Dependent on position, our employees are offered a hybrid schedule with three (3) days in-office and two (2) days remote with the understanding that this privilege may change at any time. Reasonable accommodations may be made for qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA), to enable them to perform the essential functions of the job.