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Senior Account Manager - Commercial Lines

Midwest Heritage, Iowa, LA, United States


**Midwest Heritage Bank****Job Title****Department:** Insurance**FLSA:** Exempt**General Function**The P&C Sr. Commercial Account Manager is responsible for contributing to agency profitability and growth by supporting new, profitable business, and supporting existing client retention by providing best-in-class customer service. The position is responsible for providing service to our customers, prospects, producers, and other agency staff. The Account Manager may be assigned a book of Commercial Lines existing business to service with the expectation that the Account Manager assists in the growth of that book.**Core Competencies*** Client Relationship Management* Customer Service* Communication* Problem Solving* Organization**Reporting Relations****Accountable and Reports to:** P &C Client Services Manager**Positions that Report to you:** None**Primary Duties and Responsibilities:**: Senior Account Manager, Commercial LinesServes as a commercial product knowledge expert for the agency.* Demonstrates a positive attitude and build customer focused relationships with staff.* Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.* Reports to work when scheduled and on time.* Learn and proficiently use various carrier websites for quoting.* Develops and maintains positive relationships with insurance carriers.* Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.* Attends scheduled agency and carrier meetings.**Knowledge, Skills, Abilities, and Worker Characteristics:*** Enhanced knowledge of commercial property & casualty coverages and ability to apply that knowledge in the performance of job duties.* Strong written and verbal communication skills, excellent organizational and time management skills, detail-oriented, and able to manage and prioritize multiple tasks at one time.* Self-motivation, a strong work ethic and the ability to build personal relationships with clients will be essential in this position.* Must be able to work independently with little daily supervision.* Must maintain a high degree of confidentiality.* Must always present themselves in a professional manner.* Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.**Education and Experience:**Proactively work with customers to refer opportunities to MH Banking and Investments.Maintains current agent license, certifications, and CE requirements for each renewal period.**Physical Requirements:*** This position is classified sedentary/light and requires the ability to sit for long periods of time.* Visual requirements include the ability to see detail at near range with or without correction.* Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.**Working Conditions:*** The duties of this position are normally performed in a general office setting. This is a fast-paced work environment.* There is frequent pressure to meet deadlines and handle multiple projects in a day.*