Insurance Account Manager

Job Description

Job Description

Job Summary: The Account Manager will perform the essential duties of this position, which includes assisting Producer(s) in servicing a book of business, including new and renewal marketing and placement, and handling client service requests. This role also provides direction to Assistant Account Managers and assists in training as necessary. 

Standards of Performance:

• Actively support and incorporate company mission and core values into daily activities.
• Maintains a positive and respectful attitude with colleagues.
• Works as a team member to achieve department goals and overall company goals.
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• Consistently reports to work on time prepared to perform duties of position.
• Demonstrates leadership skills and continually leads by example.

Essential Duties:

• Handles client service requests of all types such as: change requests, certificates of insurance, running MVRs
• Performs functions on agency management systems proficiently
• Follows procedure manual and outlined agency standards
• Processes, maintains and prepares new and renewal accounts for marketing, placement and delivery to producers or clients as directed. Handles normal account service activity including endorsements, audits, invoicing, etc.
• Is responsible for policy processing and quality control
• Other duties as assigned

Required Qualifications:

• Excellent communication skills
• High School diploma or equivalent
• 3+ years of insurance or business-related experience and/or 1 year in agency trainee program
• Current property/casualty agents’ license

Preferred Qualifications

• Possess above average computer knowledge and skills
• Epic experience
• Professional insurance designation or working towards holding a designation

Servicing Volume: 

The average annual commercial lines renewal business servicing volume (as provided by the National Alliance Research Academy) is $2,527,000 annual premium dollars.  The average annual number of commercial lines accounts serviced is 210.