Commercial Lines Account Manager
Sonoran National Insurance Group, Scottsdale, AZ, United States
Commercial Lines Account Manager
The role provides prompt, accurate and courteous service to our clients and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.
Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines.
Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
Prepares necessary proposals, summaries of insurance and applications, submits or presents to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses
Prepares summaries of insurance schedules and proposals for account review
Remarkets, contacts clients and follows up, renews policies by agency standards
Consults, informs and educates audit procedures to clients.
Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Represents the agency in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship with clients; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
Seeks referrals from client base and follows through to get new accounts
Provides mentoring and guidance to Customer Service Representatives.
Core Competencies
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education
5 (+) years of previous experience in commercial insurance
required
Licensing and Credentials
Active Property & Casualty License required
Systems
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
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The role provides prompt, accurate and courteous service to our clients and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.
Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines.
Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
Prepares necessary proposals, summaries of insurance and applications, submits or presents to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses
Prepares summaries of insurance schedules and proposals for account review
Remarkets, contacts clients and follows up, renews policies by agency standards
Consults, informs and educates audit procedures to clients.
Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Represents the agency in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship with clients; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
Seeks referrals from client base and follows through to get new accounts
Provides mentoring and guidance to Customer Service Representatives.
Core Competencies
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education
5 (+) years of previous experience in commercial insurance
required
Licensing and Credentials
Active Property & Casualty License required
Systems
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
#J-18808-Ljbffr