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Security Service Federal Credit Union

Commercial Insurance Account Manager

Security Service Federal Credit Union, San Antonio, Texas, United States, 78208

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What You Will Do

Responsible for selling and servicing of Commercial Lines insurance accounts.

Respond to service requests for existing clients in a professional manner to both inbound and outbound calls and correspondence.

Meet service standards for volume, timeliness, and quality.

Follow up on incoming leads through various channels and work independently or with teammates to close new business sales.

Complete any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

What We Require

High school diploma or equivalent.

Property & Casualty License.

Minimum of five (5) years of insurance service experience working with Small and Middle Market accounts.

In-depth knowledge of all commercial lines insurance products.

Experience using Vertafore/AMS360 or similar Agency Management System.

Knowledge of rating procedures, coverages, underwriting and industry operations.

Basic knowledge of Microsoft Word and Excel.

Perform a large number of steps in complex system with accuracy and speed.

Extensive knowledge of Excess & Surplus (E&S).

Ideal Candidate Will Have

Industry designation desirable (CPCU, AINS, AIS, CISR).

Knowledge of processing bonds such as bid, payment, and performance bonds would be a plus.

Communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.

Retain existing business.

Bilingual (Spanish) is a plus.

Seniority level Mid-Senior level

Employment type Full-time

Job function Sales and Business Development

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