Commercial Lines Account Manager Floater

Job Description

Job Description

Description:

The Commercial Lines Account Manager Floater is responsible for providing a wide range of support in an assigned region maintaining a high level of customer service to retain established accounts and solicit new business as opportunity presents itself.

The essential functions include, but are not limited to the following:

• Establish and maintain a positive team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Support office(s) as assigned within the United Insurance Organization
• Maintaining a professional connection between clients, the agency and company underwriter.
• Review and process mail using personnel and procedures in place for support.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
• Request policy amendments.
• New business proposals and policy renewal marketing. This includes preparation of applications, rating and forwarding to designated companies, for the correct placement and coverage for each risk. Information is then communicated to the insured or prospective client.
• Communicate quotes to customers regarding policies, costs, consequences, and obligations.
• Keep a record of client activity with detailed documentation in EPIC, this will require follow-up with the client and/or carrier.
• Check the monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
• Process invoices to client.
• Order updated loss runs as requested by the carrier.
• Work with the Accounting Department on agency billed accounts per written standards.
• Collaborate with Producers on new business renewals and remarketing renewals.
• Participate in Educational Seminars or workshops to emphasize improvement in customer service skills and sales.
• Work with the Audit and Training department as needed.
• Travel as needed.
• Meet or exceed job metrics for success.
• Performing other duties as assigned.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• State P&C license with 8 plus years’ experience required.
• 4 plus years’ experience with United Insurance preferred.
• High School diploma/equivalent required.
• Minimum of one Designation Required.
• Ability and experience to manage large and complex books of business.
• Prior training experience preferred.
• High level of patience and empathy while working under pressure.
• Ability to support and drive changes.
• Ability to multitask.
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Prior Experience with EPIC required.
• Excellent oral and written communication skills with our agencies, clients, and United as a whole.
• Excellent customer relationship skills
• Positive, friendly, and professional attitude

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.