Account Manager supporting underwriting processes, handling inquiries, and coordinating accounts for Financial Lines insurance. Requires commercial insurance experience and strong customer service skills.
Responsibilities
Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection.
Examine correspondence and applications to determine if changes are needed and make the necessary changes for quoting or underwriting review.
Responsible for reviewing, preparing work orders for rating and issuing policies.
Applies screening criteria in accordance with guidelines.
Communicates with customers to obtain needed and required underwriting information and resolves problems.
Supports sales efforts and strategies.
Effectively balance quality, and timeliness while working alongside the Underwriter to manage a book of business.
Multi-task, prioritize and manage daily work activities.
Maintains an effective pending/diary/follow-up system.
Maintains a professional/organized work area.
Understands and supports organizational vision and strategy.
Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes.
Possesses the necessary knowledge of business concepts to achieve business results.
Works effectively – is autonomous and thinks critically.
Manages time and workload efficiently: balances multiple priorities to fulfill all commitments within established timeframes.
Embraces change -identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts.
Words and actions are consistent; demonstrates company core values and principles.
Supports others who request assistance and/or information.
Builds effective relationships with co-workers and both internal, external customers.
Acts with appropriate urgency when responding to customer inquiries or requests.
Serves as the Single Point of Contact for agents on service related/problem resolution.
Demonstrates effective communication skills
Requirements
Prior Commercial Market Insurance industry experience as an Account Manager, Technical Rater (or similar)
Knowledge of Financial Lines products- D&O, Fiduciary, Crime, EPL a plus
Commercial Rating experience
Strong Customer Service Orientation and Relationship Building skills
Effective Communication Skills / Written and Verbal
Strong technical ability and proficiency in utilizing multiple systems
High attention to detail
Professional Demeanor
Works Autonomously
Ability to shift work efforts quickly and make decisions in a fast past environment
Proficiency in Microsoft Office Suite
College Degree preferred
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
Hybrid work schedule every week
Health insurance benefits
Job title
Account Manager – Global Specialty Financial Lines
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