Account Manager I

Account Manager I

The Account Manager I may be assigned to maintain a book of business based on department needs, will demonstrate the ability to handle a book of business up to $200,000 in commission revenue, work directly with clients to answer questions and to obtain information for the purpose of providing a quote, endorsement, or renewal. Process client requests for service; gather necessary information for submission; verify and maintain account files.

Essential Duties And Responsibilities

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

• Manage client accounts including processing service requests, endorsements, cancellations, and other functions, handling book of business of $200,000, as available
• Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
• Providing insurance information and support to Sales Executives in a variety of written forms
• Screening and processing insurance applications
• Prepare and compile a variety of insurance-related documents within established procedures
• Market existing and new accounts
• Maintain all records
• Maintain positive carrier relationships
• Assist in meeting office sales goals
• Any other duties as appropriate and assigned by management

Licensing or Certification Requirements

• MUST hold current Property/Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
• Must be working towards CISR, BAM designation or equivalent

Work And Education Experience Requirements:

• 2-4 years' insurance experience
• High school diploma or equivalency; some college preferred

Training Requirements:

• Department and Position Specific Training
• Microsoft Office Applications
• Office Etiquette
• Ethics
• Time Management
• Advanced Customer Service
• Basic Leadership Skills
• E and O Basics

Additional/Preferred

• CISR Designation or similar insurance designation
• Advanced Leadership Skills
• Life and Disability License
• Any additional designations/specializations
• Supervise support team
• Participate in training of new hires or less experienced teammates