Hybrid Account Manager – Financial Lines

at The Hartford

• Job title: Account Manager – Financial Lines
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $59,200 - $88,800 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Frisco, United States

About the role

• Account Manager supporting Underwriting in the sales acquisition process for Financial Lines. Facilitating communication with agents and customers to resolve inquiries and coordination of policies.

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 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