Commercial Lines Account Manager

JOB DESCRIPTION

Title: Account Manager

Summary/Objective

This position is responsible for servicing their assigned Book of Business and actively participating in the marketing process for those accounts. May add new lines as needed.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Promotes teamwork by maintaining a positive and respectful attitude with colleagues.
2. Assists in achieving department and company goals by performing assigned job functions in an accurate and timely manner.
3. Demonstrates strong communication skills through the use of effective verbal and/or written exchanges, active listening and respectful response.
4. Performs various accounting tasks to include premium allocations, payment schedules, and resolving accounting discrepancies.
5. Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
6. Consistently reports to work on time and prepared to perform job functions.

Competencies

1. Customer / Client Focus.
2. Technical Proficiency.
3. Organization Skills.
4. Time Management.

Required Education and Experience

1. High School Diploma or GED.
2. Insurance License.

Preferred Education and Experience

1. Associates or Bachelors degree from college or technical school.
2. Industry designation.
3. 2 years of insurance industry work experience.