Property & Casualty Insurance Account Manager
Company Name:
Hausmann-Johnson Insurance
position
Title Commercial Account
manager
P&C
Classification Exempt
Department Commercial
Reports to Account
executive
Property and Casualty
Revision Date March, 2014
Position Purpose
Regularly and customarily exercises discretionary authority in the course of fulfilling
job
responsibilities.
To provide proactive property and casualty account management and outstanding customer service to prospects and clients in the commercial department.
Essential Functions
Retain and proactively service a book of business according to HJI guidelines.
Participate in client visits as invited by
agent
or as needed.
Guide Agent in client servicing and the continuation process to keep the process on track.
Manage monthly expiration lists in conjunction with the agent to ensure that all continuation coverage is bound prior to the effective date.
Market renewal accounts as necessary.
Facilitate strong communication and follow ups with insurance carriers as a means of providing prompt and proactive service to clients.
Obtain quotes for additional coverage for existing clients.
Oversee delegation of defined servicing aspects of assigned accounts. (Change requests, certificates of insurance and other functions performed by CLAs & CLCs.)
Perform Quality Assurance reviews of policies as necessary.
Facilitate strong communication and follow-ups with insurance carriers as a means of providing prompt and proactive service to clients.
Respond to client needs in a professional, courteous, accurate and prompt manner.
Follow system procedures relating to documentation, perpetuation of information and prevention of errors and omissions.
Maintain strong understanding of property and casualty insurance products, coverages and nuances.
Meet and establish strong rapport with insurance company representatives and underwriters; stay abreast of industry and marketplace trends and changes.
Leadership
Be an exemplary role model to the unit and other staff members.
Represent the agency in a professional manner in interactions with others, appearance and conduct.
Train and develop new and junior team members.
Identify and make recommendations for process improvement.
Professional Development
Maintain and expand knowledge of the insurance industry.
Obtain or maintain insurance professional designation such as CIC, CISR, CPCU, CRM or ARM.
Accept new challenges or assignments/projects as assigned by management.
Qualifications
Required Skills and Abilities
Strong oral and written communication skills coupled with the ability to influence others.
Ability to compose clear, concise and professional letters, e-mails and written instructions.
Results oriented, decisive and sound judgment skills.
Current knowledge of insurance industry trends.
High level of organizational skill and ability to prioritize and multi-task.
Strong Outlook, Word and Excel
computer
skills.
Ability to understand, analyze and explain insurance coverages, forms and policies. Good client presentation skills.
Ability to safeguard, protect and respect confidential client, carrier and HJI information.
License, Education and Experience Requirements
Hold and maintain valid
wisconsin
Property & Casualty Agent's license.
Minimum three years commercial account management experience, five years preferred.
CISR Designation Preferred.
Experience with TAM preferred.
High school diploma required / College degree preferred.
Working Conditions
Valid driver's license and personal reliable vehicle required for work related day travel.
This position description does not list all the duties of the job. You may be asked by management to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this position description. Hausmann-Johnson Insurance may modify this job description at any time, as it desires with or without notice. This position is not a contract for employment, and either you or Hausmann-Johnson Insurance may terminate employment at any time, for any reason.Estimated Salary: $20 to $28 per hour based on qualifications.
Hausmann-Johnson Insurance
position
Title Commercial Account
manager
P&C
Classification Exempt
Department Commercial
Reports to Account
executive
Property and Casualty
Revision Date March, 2014
Position Purpose
Regularly and customarily exercises discretionary authority in the course of fulfilling
job
responsibilities.
To provide proactive property and casualty account management and outstanding customer service to prospects and clients in the commercial department.
Essential Functions
Retain and proactively service a book of business according to HJI guidelines.
Participate in client visits as invited by
agent
or as needed.
Guide Agent in client servicing and the continuation process to keep the process on track.
Manage monthly expiration lists in conjunction with the agent to ensure that all continuation coverage is bound prior to the effective date.
Market renewal accounts as necessary.
Facilitate strong communication and follow ups with insurance carriers as a means of providing prompt and proactive service to clients.
Obtain quotes for additional coverage for existing clients.
Oversee delegation of defined servicing aspects of assigned accounts. (Change requests, certificates of insurance and other functions performed by CLAs & CLCs.)
Perform Quality Assurance reviews of policies as necessary.
Facilitate strong communication and follow-ups with insurance carriers as a means of providing prompt and proactive service to clients.
Respond to client needs in a professional, courteous, accurate and prompt manner.
Follow system procedures relating to documentation, perpetuation of information and prevention of errors and omissions.
Maintain strong understanding of property and casualty insurance products, coverages and nuances.
Meet and establish strong rapport with insurance company representatives and underwriters; stay abreast of industry and marketplace trends and changes.
Leadership
Be an exemplary role model to the unit and other staff members.
Represent the agency in a professional manner in interactions with others, appearance and conduct.
Train and develop new and junior team members.
Identify and make recommendations for process improvement.
Professional Development
Maintain and expand knowledge of the insurance industry.
Obtain or maintain insurance professional designation such as CIC, CISR, CPCU, CRM or ARM.
Accept new challenges or assignments/projects as assigned by management.
Qualifications
Required Skills and Abilities
Strong oral and written communication skills coupled with the ability to influence others.
Ability to compose clear, concise and professional letters, e-mails and written instructions.
Results oriented, decisive and sound judgment skills.
Current knowledge of insurance industry trends.
High level of organizational skill and ability to prioritize and multi-task.
Strong Outlook, Word and Excel
computer
skills.
Ability to understand, analyze and explain insurance coverages, forms and policies. Good client presentation skills.
Ability to safeguard, protect and respect confidential client, carrier and HJI information.
License, Education and Experience Requirements
Hold and maintain valid
wisconsin
Property & Casualty Agent's license.
Minimum three years commercial account management experience, five years preferred.
CISR Designation Preferred.
Experience with TAM preferred.
High school diploma required / College degree preferred.
Working Conditions
Valid driver's license and personal reliable vehicle required for work related day travel.
This position description does not list all the duties of the job. You may be asked by management to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this position description. Hausmann-Johnson Insurance may modify this job description at any time, as it desires with or without notice. This position is not a contract for employment, and either you or Hausmann-Johnson Insurance may terminate employment at any time, for any reason.Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
