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
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