Business Banking Relationship Manager providing financial solutions to small businesses with annual revenues up to $20 million. Actively managing relationships and acquiring new clients through networking and prospecting.
About the role
- Account Manager serving as a critical partner to underwriting teams in Wholesale Commercial Inland Marine. Focuses on service experience and management of book of business with profitability and growth metrics.
Responsibilities
- Responsible for supporting the Underwriter in the sales acquisition process through a variety of services
- Responsible for handling high volumes of transactions.
- Communicates with customers to obtain needed and required underwriting information and resolves problems.
- Supports sales efforts and strategies.
- Identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts.
- Attends Regional Office Meetings to understand priorities of the Office.
Requirements
- Prior Commercial Market Insurance industry experience as an Account Manager (or similar) at a brokerage or carrier required
- Functional knowledge of Commercial Lines rating experience
- Knowledge of the following primary insurance coverage’s: Workers Compensation, Auto, General Liability, Property
- Inland Marine Insurance experience a plus
- Strong Customer Service and Relationship Building skills required
- Effective Communication Skills / Written and Verbal
- Strong Customer Service Orientation
- Good Automation Skills and strong technical ability
- Professional Demeanor
- Proficiency in Microsoft Word, Excel, and Power Point Software
- Works Autonomously
- Ability to shift work efforts quickly and make decisions in a fast past environment
Benefits
- Short-term or annual bonuses
- Long-term incentives
- On-the-spot recognition
- Health insurance
- Professional development opportunities
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