Hybrid Account Manager – Financial Lines

Posted 3 weeks ago

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About the role

  • 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 servicing accounts at either an insurance carrier or agency required
  • Knowledge of Financial Lines products and Professional Liability
  • 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

  • Competitive salary
  • Short-term or annual bonuses
  • Long-term incentives
  • On-the-spot recognition

Job title

Account Manager – Financial Lines

Job type

Experience level

Mid levelSenior

Salary

$59,200 - $88,800 per year

Degree requirement

Bachelor's Degree

Location requirements

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