6 days old

Commercial Lines Account Manager - Middle Peninsula Insurance

TowneBank
Williamsburg, VA 23185
  • Job Code
    COMME02237

Primary Responsibilities:


Renewals/Retention


  • Determine appropriate renewal strategies including marketing renewals and revising policies if necessary; this may require meeting with clients face to face

  • Verify that all renewal policies are renewed on time

  • Be responsible for 100% of all transactions of assigned accounts; including but not limited to: processing endorsements, payments, cancellations, filing claims, answering billing questions, re-quoting policies, and attaching all activities in Applied Epic

  • Take true ownership of the accounts in your department and independently solve client issues

New Business


  • Assist with the sales process by quoting the prospects with our carriers and providing assistance in the carrier selection process

  • Negotiate with the carriers to secure the most beneficial terms for our clients

  • Perform the necessary follow up to ensure timely receipt of quotations and policies

  • Prepare summaries of insurance, schedules and proposals as needed

  • Work with the appropriate producers to issue binders, evidence of insurance, policies, and other related items; verify their accuracy and forward them to client when appropriate

Other


  • Process incoming mail, e-mail and phone requests from clients and respond promptly and appropriately

  • Work the receptionists desk when necessary

  • Assist other team members to ensure proper customer service

  • Work with other team members to constantly upgrade workflows, procedures and techniques

  • Perform any other duties as requested by management

Personal & Organizational


  • Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts

  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

  • Interact with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency

Minimum Required Skills & Competencies:


  • Ability to analyze complex insurance situations, needs and options and communicate both verbally and in writing in a clear, concise manner

  • Ability to understand written and oral communication and interpret abstract information

  • Have an advanced knowledge of insurance products and usages, insurance markets, underwriting procedures and insurance rating methods

  • Have strong computer skills with the ability to use such tools as Outlook, Excel, Word and Applied Epic

  • Ability to manage complex issues for our commercial lines accounts and manage the account fully

  • Ability to work independently and take the lead on all elements of client servicing

  • Minimum 5 years insurance experience

  • Virginia Property and Casualty License

Desired Skills & Competencies:


  • Industry designations such as ACSR a plus

  • Four year college degree preferred


#CB
#insurance







Posted: 2019-10-10 Expires: 2019-11-08
Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Commercial Lines Account Manager - Middle Peninsula Insurance

TowneBank
Williamsburg, VA 23185

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast