What are the responsibilities and job description for the Account Manager - Commercial Lines position at W3Global?
Position Summary
The Account Manager services existing client accounts and assists agents in providing insurance products for existing and prospective clients with a goal of building relationships while delivering exceptional customer service focused on customer retention.
Position Responsibilities
Account Management
Prepares submissions and markets new/renewal business to appropriate carriers
Responds to all day-to-day inquiries and service issues for assigned clients
Provides coverage recommendations and collects exposures from clients and prospects
Maintains agency management system with up-to-date and accurate information
Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
Quotes, analyzes, compares, and recommends coverage options for clients
Manages renewal timeline to ensure timely execution of client decisions
Prepares summaries of insurance, renewals, schedules, and proposals
Reviews client contracts and policies for accuracy
Supports Agents with new and renewal business presentations as needed
Builds and maintains strong customer relationships through pro-active communication
Communicates and educates clients on latest industry trends, issues, and changes
Attends client meetings as required
Administrative
Organizes tasks and resources to complete work and meet deadlines according to established procedures
Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
Responds to incoming phone calls and emails promptly and effectively
Performs basic office functions including emailing, filing, scanning, copying, and faxing
Customer Service
Delivers exceptional customer service according to our Customer Service
Standards with a goal of exceeding customer expectations with every interaction
Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
Answers customer questions and resolves complaints in a timely and efficient manner
Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Other Duties
Maintains a safe, clean, and professional work area
Maintains open communication with manager and all coworkers
Maintains job-related confidentiality
Adheres to our mission, vision, and values
Promotes our client by maintaining a professional image and positive attitude
Abides by policies set forth in the Employee Handbook
Performs any and all related duties as assigned by manager including Customer Service
Representative and Agency Services Representative duties
Education And/or Work Experience Requirements
High School diploma or equivalent. Associate's or Bachelor's degree preferred. Work
experience required to perform this job satisfactorily is typically acquired through a minimum of
five years of experience working with Property and Casualty or Health and Life insurance.
Required Knowledge And Skills
Knowledge of insurance products, rating, and underwriting procedures
Practical knowledge of quoting process and tools
Excellent verbal and written communication skills
Strong analytical thinking, business acumen, and organizational skills
Proficient computer skills including the ability to document and access information
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
Attention to detail and ability to complete tasks with a high degree of accuracy
License And Certification Requirements
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Physical Requirements And Working Conditions
Work is performed in a standard office environment and requires the ability to sit and work at a
computer for extended periods of time. Position requires flexible work schedule to
accommodate business needs, both before and after normal work hours. Occasional travel may
be required.
The Account Manager services existing client accounts and assists agents in providing insurance products for existing and prospective clients with a goal of building relationships while delivering exceptional customer service focused on customer retention.
Position Responsibilities
Account Management
Prepares submissions and markets new/renewal business to appropriate carriers
Responds to all day-to-day inquiries and service issues for assigned clients
Provides coverage recommendations and collects exposures from clients and prospects
Maintains agency management system with up-to-date and accurate information
Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
Quotes, analyzes, compares, and recommends coverage options for clients
Manages renewal timeline to ensure timely execution of client decisions
Prepares summaries of insurance, renewals, schedules, and proposals
Reviews client contracts and policies for accuracy
Supports Agents with new and renewal business presentations as needed
Builds and maintains strong customer relationships through pro-active communication
Communicates and educates clients on latest industry trends, issues, and changes
Attends client meetings as required
Administrative
Organizes tasks and resources to complete work and meet deadlines according to established procedures
Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
Responds to incoming phone calls and emails promptly and effectively
Performs basic office functions including emailing, filing, scanning, copying, and faxing
Customer Service
Delivers exceptional customer service according to our Customer Service
Standards with a goal of exceeding customer expectations with every interaction
Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
Answers customer questions and resolves complaints in a timely and efficient manner
Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Other Duties
Maintains a safe, clean, and professional work area
Maintains open communication with manager and all coworkers
Maintains job-related confidentiality
Adheres to our mission, vision, and values
Promotes our client by maintaining a professional image and positive attitude
Abides by policies set forth in the Employee Handbook
Performs any and all related duties as assigned by manager including Customer Service
Representative and Agency Services Representative duties
Education And/or Work Experience Requirements
High School diploma or equivalent. Associate's or Bachelor's degree preferred. Work
experience required to perform this job satisfactorily is typically acquired through a minimum of
five years of experience working with Property and Casualty or Health and Life insurance.
Required Knowledge And Skills
Knowledge of insurance products, rating, and underwriting procedures
Practical knowledge of quoting process and tools
Excellent verbal and written communication skills
Strong analytical thinking, business acumen, and organizational skills
Proficient computer skills including the ability to document and access information
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
Attention to detail and ability to complete tasks with a high degree of accuracy
License And Certification Requirements
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Physical Requirements And Working Conditions
Work is performed in a standard office environment and requires the ability to sit and work at a
computer for extended periods of time. Position requires flexible work schedule to
accommodate business needs, both before and after normal work hours. Occasional travel may
be required.
