What are the responsibilities and job description for the Middle Market Account Manager position at ATI INSURANCE GROUP INC?
We have an exciting new opportunity for a Middle Market Account Manager in our Commercial Lines Department at Tedford Insurance.
GENERAL SUMMARY:
Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
PRIMARY RESPONSIBILITIES:
Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
PRIMARY RESPONSIBILITIES:
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
- Develop account marketing strategies.
- Prepare proposals and summaries of insurance as needed.
- Respond to client requests for information, documents, and general insurance related inquiries.
- Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.
- Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.
- Prepares reports for management as required or requested.
- Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
- Exceptional verbal and written communication skills.
- Quality Management - demonstrates attention to details.
- Outgoing, goal driven, and detail orientated.
- Advanced organizational leadership skills required.
- Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
- Proficient with Microsoft Office Suite, AMS and/or related software.
- Proficient in typing and data entry.
- Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
- Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
- High School diploma or equivalent required.
- Must have a valid Oklahoma Property & Casualty Insurance license.
- Industry designations such as CIC and CISR are preferred.
- Must have five years or more of Commercial Lines Account Management experience.
- Valid Drivers License.
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Employee assistance program
- Flexible spending account
- Health savings account
- Life insurance
- Paid time off
