Account Manager - Insurance Solutions Group

OVERVIEW

The Select Business Unit Account Manager I is expected to maintain a book of business based on location practice, will

demonstrate the ability to handle a book of business up to $125,000 in commission revenue. Market and service accounts (new

and existing) in a way that fosters new business development and existing client perpetuation. Process client requests for

service; gather necessary information for submission; verify and maintain account files. Must be able to handle an account and

sell policies from beginning to end as well as maintain compliance responses for accounts sold.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this

job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive

listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover

absences, equalize peak work periods or otherwise to balance the workload.

ALL DUTIES OF POLICY SERVICE ASSOCIATE

Manage client accounts, including processing service requests, endorsements, cancellations, and other functions, handling a book of business up to $125,000, as available

Initiate or respond to sales calls for new business or account rounding

Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines

Screening and processing insurance applications

Prepare and compile a variety of insurance-related documents within established procedures

Market existing and new accounts

Maintain all records

Maintain positive carrier relationships

Assist in meeting office sales goals

Any other duties as appropriate and assigned by management

LICENSING OR CERTIFICATION REQUIREMENTS

MUST hold current Property/Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements

Must be working towards CISR designation

WORK AND EDUCATION EXPERIENCE REQUIREMENTS:

2-4 years’ insurance experience

High school diploma or equivalency; some college preferred

TRAINING REQUIREMENTS:

Department and Position Specific Training

Microsoft Office Applications

Office Etiquette

Ethics

Time Management

Advanced Customer Service

Basic Leadership Skills

E and O Basics

ADDITIONAL/PREFERRED

CISR Designation or similar insurance designation

Advanced Leadership Skills

Life/Disability License

Any additional designations/specializations

Supervise support team

Participate in training of new hires or less experienced teammates

This is a hybrid role, requiring three days per week in the office.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

E-Verify Program

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