What are the responsibilities and job description for the Commercial/Personal Lines Hybrid account manager position at Sandin Insurance Group?
At Sandin Insurance Group, a leading insurance agency committed to exceptional service and tailored insurance solutions, we prioritize integrity, innovation, and client satisfaction. As a Commercial Account Manager, your key role involves providing top-tier service to existing clients, cultivating new business prospects, and nurturing client relationships. Your responsibilities include managing client accounts, addressing coverage issues, and ensuring prompt and effective service delivery to meet client needs and expand relationships.
Benefits:
- Flexible work schedule with options for remote work.
- Comprehensive training and ongoing support from experienced industry professionals.
- Contributions to cost of health insurance premiums
Responsibilities:
- Communicate consistently, accurately, and promptly through verbal and electronic channels.
- Develop new business and renewal strategies, including preparing marketing specifications and submission materials, gathering underwriting information, analyzing existing coverage, and making recommendations.
- Assist clients in making coverage changes, educate them about coverage details, exclusions, exposures, and audits, and maintain accurate electronic documentation.
- Order and issue binders, certificates, policies, endorsements, and related items, ensuring accuracy and timely delivery to clients.
- Review and audit policies for accuracy, facilitate corrections between clients and carriers as needed.
- Renew and re-market accounts according to agency standards.
- Maintain accurate client files in the agency management system (AMS) and adhere to automation procedures for documentation and updates.
- Determine billing methods (agency or direct), invoice accordingly, and arrange financing agreements for agency bill accounts when necessary.
Requirements:
- Property & Casualty License - Required!
- Proficiency in insurance coverages with strong working knowledge of complex issues and markets.
- Proficient computer skills particularly with Outlook, Microsoft Office, Zoom and Agency Management System
- Strong interpersonal communication skills, both verbally and in writing.
- Highly organized and skilled in multitasking, with the ability to prioritize effectively and manage workload independently. Attention to detail is a key strength.
- Thrives in a collaborative team environment that encourages mutual support and strives to achieve collective goals.
- Sandin Insurance is an equal opportunity employer committed to diversity and inclusion in the workplace. We celebrate the unique contributions of all individuals and encourage qualified candidates of all backgrounds to apply.
