What are the responsibilities and job description for the Account Manager, Commercial Insurance position at Haas & Wilkerson Insurance?
Why Choose Haas & Wilkerson?
Being family owned, we understand what's most important: family. Supporting our team members and their families is at the forefront of our culture. We know the importance of great pay and benefits, but we also recognize the power in having a dynamic and diverse culture – and cultivating an environment that is encouraging, fun, and empowering. Our team members enjoy:
- Affordable health insurance with your choice of 3 plans.
- Generous 401(k) Agency match of 6% of your compensation.
- Paid maternity/paternity leave.
- Hybrid work program.
- Excellent PTO program that rewards your years of service, with up to 5 weeks off per year.
- Competitive pay with annual salary increases.
- Ten paid holidays a year, including your birthday.
- Casual dress attire everyday.
- Special bonuses for milestone anniversaries, holidays, and referrals.
- Flexible schedules to help support your family.
- Opportunities to give back to the community through various giving and volunteer campaigns.
- Financial support for professional designations, certifications, and other continuing education programs.
- Engaged and experienced leadership team who is invested in you as an insurance professional and individual.
Position Summary
Our Specialty Programs division is currently seeking an Account Manager to join our Recreation unit. This position is an excellent opportunity for a service-minded, enthusiastic customer service professional. This role primarily supports our clients in the Fair, Festival and Rodeo industry. This role provides producers with excellent support for establishing and servicing new business accounts, enhances and solidifies client relationships through exceptional service, and focuses on business retention for existing accounts. The position requires a solid understanding of comprehensive general liability, excess liability, property, automobile, directors and officers liability. This person is a vital part of a mid-size team and assists in all aspects of the day-to-day servicing of clients.
Primary Responsibilities:
- Build and maintain strong relationships with assigned clients through effective communication, quality service, responsiveness and accuracy.
- Meeting or surpassing our client service expectations in accordance with agency standards and workflows.
- Provide needed information to and resolution of issues for clients.
- Maintain working knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
- Complete client servicing tasks related to new and renewal business including applications, marketing, rating, quoting, and ordering policies.
- Maintain current and accurate client databases and electronic files.
- Adhere to agency and departmental policies, processes and procedures, including E&O standards.
- Assist in account processing by preparing proposals, ordering policies, issuing binders, ID cards, evidences, invoicing, and checking policies.
- Resolve issues relating to accounting or client billing.
- Escalate or advise the Producer and/or Manager on client issues as appropriate.
Requirements
A bachelor’s degree from a four-year university or college is strongly valued. A High School diploma or GED is required. Candidates must have at least three (3) years of experience in servicing commercial insurance accounts, five (5) years preferred. Candidate must have their state Property and Casualty License or the ability to obtain license within 60 days.
Successful candidates will have excellent written, verbal, and interpersonal communication skills. The successful candidate also will be service-oriented with a sense of urgency to meet time-sensitive deadlines and have the ability to excel in a rapidly changing environment. Strong organizational skills and proficiency with Microsoft Office programs is required. Experience using an agency management system is highly valued. Previous experience utilizing Vertafore products is ideal.
The ideal candidate is a self-motivated individual with a broad knowledge base of foundational insurance principles for various business industries. Previous experience working for an insurance broker is highly preferred.
About Us
Haas & Wilkerson Insurance is a family-owned, independent insurance brokerage based in Kansas City. We provide insurance solutions to organizations throughout North America and have been doing business locally and nationally since 1939. Many know us for our specialty and niche insurance products, such as insurance for amusements, fairs, festivals, carnivals, rodeos, waterparks and family fun centers. We also offer expertise in standard commercial insurance and personal insurance. Haas & Wilkerson Insurance support services include risk management, third-party administration, claims and loss control services.
Our consultative approach allows us to be a trusted advisor and to tailor insurance solutions that are appropriate and cost-effective. We seek growth in every aspect of our business. This means growing an energizing, winning culture. We start with finding and retaining the right people – the people that share our values and aspirations. We are passionate about our clients, our community and our team. Are you looking for a new opportunity? Apply today and join our team!
Haas & Wilkerson Insurance is proud to be an equal opportunity employer that values the impact of diversity upon its clients, services and workplace. Our selection process is designed to provide an equal employment opportunity for all without regard to race, color, sex, religion, national origin, disability, veteran status, age, sexual orientation, marital status or status in any other protected group, and to identify the candidate who we conclude best fits our needs.