Account Manager II

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Purpose:

Provide technical support to internal and external clients as it relates to placing and servicing of Commercial Insurance coverage for the Middle Market clients inclusive of:

• liaison to optimize quality of service, business growth, and customer satisfaction.
• Disseminate appropriate needs of client as it relates to Commercial Lines Insurance
• Assist in marketing Carriers for appropriate coverage
• Facilitate requests and needs of Carriers on behalf of clients
• Manage client’s Claims inclusive reporting, advocacy and analytics

Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, Workers Compensation.

Job Inputs:

Independent of supervision and in accordance with established SOPS

• Maintain electronic client database
• Obtain Claims data, evaluate for trends, supply Summaries, participate in Claim Reviews
• Verify Coverage and Report Claims to insurers
• Advocate for clients on claims, follow up on claim assignments with insurers as required
• Generate Acord applications as requested
• Issue confirmation of coverage and other insurance documents as required.
• Counsel clients and execute routine policy changes with clients and insurers
• Secure “on Line” insurer Proposals, as requested
• Complete Billing Worksheets and bill the policies
• Follow up on timely issuance of Insurance contracts and Audits
• Review policies, policy changes & Audits for accuracy
• Prepare renewal “kits” as required
• Update Operating Platform with underwriting data
• Participate in training of new colleagues focusing on tasks that are primarily Our technical process and SOPS
• Collaborate with Account Executives in assembling Marketing Submissions.

Education and/or Training:

• Bachelor’s degree or equivalent work experience preferred
• Proficient in the use of various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)
• Must hold a current Resident State license for Property and Casualty
• CISR preferred or current pursuit of a Professional Designation

Relevant Work Experience:

• 3-5 plus years of Account Management work in a Commercial Brokerage environment with job duties inclusive of Claim Data analytics, Client Services, application and proposal generation, Coverage need determination.
• History of working in a team environment a plus
• Experience using a P&C Brokerage CRM
• Working knowledge of core Property and casualty coverages
• Basic knowledge of Executive Liability Coverages
• An understanding premium development & rating methodology
• Experience in interpreting contractual language as it relates to insurance
• Ability to read and digest financial statements.
• Commercial Insurance Experience is a must.

Planning/Organizing/Managerial Knowledge:

• Strong math, organization, critical thinking, and problem solving skills
• Proactive, organized approach to multitasking and prioritization
• Independent of Supervision effectively manages time and consistently meets deadlines Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies
• Demonstrates accuracy, thoroughness and effectiveness in work
• Demonstrates attention to detail and commitment to doing quality work
• Adjusts quickly to new or changing assignments, processes and people
• Displays professionalism and remains composed when faced with challenges
• Learns from experience; modifies behavior to be more effective
• Recognizes one’s own strengths and opportunities for growth
• Able to break down problems and analyze for possible solutions.
• Looks to improve efficiency and accomplish objectives within own area
• Ability to grow and understand the key business drivers; uses this knowledge in own work.  Expands fundamental knowledge in own function and broadens skills
• Decisions are guided by policies and procedures; receives moderate guidance and oversight from manager

Communicating & Influencing Skills:

• Developing knowledge of negotiation strategies
• Developing analytical and problem-solving skills
• Personal skill set to establish and nurturing individual relationships at both the client and carrier level.
• Able to interact comfortably both over the phone and in person with insurance underwriters and brokers, prospects, clients, referral sources, business colleagues, both in and outside of the Holman group of companies.
• Ability to communicate complex insurance and contractual policy language in a manner easily understood by a layperson
• Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers
• responds to non-standard requests; investigates with assistance from others as needed
• Strong research and presentation skills
• Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
• A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation.  Candidates must be outgoing and able to inspire and motivate potential referral sources.
• Dedicated to delivering exceptional customer care to all prospects and clients of the business.
• Good written and verbal communication skills.
• Demonstrates consistency between words and actions
• Consistently earns trust, loyalty and respect of others
• identifies and removes barriers to effective teamwork
• Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view

Outputs:

• Timely delivery of information including claim data for renewal negotiations
• Current and accurate database of client data
• Timely and accurate issuance of client documents
• Facilitation of timely and favorable claim outcomes
• Billing of client’s Premium/revenue resulting accurate HIS Financial statements
• Be prepared to back up Teammates as needed.  Execute on Special projects, planned leaves, emergency, or extended leaves.
• Executes on special projects as assigned by leadership

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At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $56,400.00 - $81,775.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

If you are a person with a disability needing assistance with the application process, please contact View email address on swooped.co

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.