Insurance Account Relationship Manager-This position possesses a high degree of technical knowledge and capability to service the assigned book of business with minimal producer or management involvement. This position will independently service the large more complex accounts. They will assist the producer in the production of new and renewal accounts and act as producer on assigned house accounts.
Detailed Description
1. Self Management and development
a. Meets with Supervisor to agree upon goals and performance standards to ensure alignment and gain agreement
b. Presents updates to goals as indicated throughout year
c. Represents Huntington Insurance as product expert by staying current of changes, trends and opportunities within the industry
2. Follow Agency Procedures
a. Follow procedures as outlined in the Workflow and Procedure Manual
b. Utilize available automation and software applications following proper procedures including document management, RightFax and the agency management system
c. Follow procedures as outlined in the Huntington Employee Handbook
d. Maintains strong knowledge of product line
e. Acts as a resource for review of suggestions for process improvement
3. Provide Customer Service to the Assigned Book of Business
a. Respond to customer inquiries within 1 business day
b. Takes ownership of customer (internal and external) questions and problems with resolution within 1 business day of receiving the data needed in order to make an informed response
c. Follow required service standards (appointments, service requirements, standards of excellence, strategizing / agendas, etc.)
d. Coordinate and communicate with the producer on open issues and account status
e. Provides input on problem resolution for less experienced staff members
4. Assist in the Coordination and Timely Delivery of Renewals
a. Oversee and direct the market survey process. This is done is conjunction with the producer if assigned
b. Delivery of renewal recommendations within established time frame
c. Obtain data required in order to finalize the renewal process
d. Prepares and submits quote requests and tracks timely receipt
e. Prepares proposal for delivery to client by Producer
f. Implement policy order once renewal order has been received from the client
g. Process policies in accordance with established procedures
h. Identify add on lines of business and implement where possible
i. Seek referrals and provide to other divisions
j. Assist the producer as requested with prospects
5. Maintain Client Data
a. Update policy information throughout the year per established standards
b. Maintain client contact data, carriers and other pertinent information within the agency management system
c. Enter tasks per the established guidelines and provide timely follow up to tasks
d. Provides feedback on implementation and ongoing service to develop product line strategies
e. Utilize the document management as defined within the workflow procedures
6. Assist in the Development of Staff
a. Serves as product line resource for less experienced staff
b. Assist Supervisor with training of new hires or less experienced staff
7. Corporate Initiative
a. Acts as the product line representative on 1 corporate project annually
b. Assists with the development and implementation of workflow changes required to support corporate initiatives
c. Other duties as assigned by management
Job Requirements
Basic Qualifications
· Generally, five or more years of experience in Commercial Insurance as an Account Relationship Manager, Account Executive or related position.
· P&C License required
Other Traits and Characteristics
· Excellent written and oral communication skills
· Strong underwriting and problem solving skills
· Computer skills- Microsoft Office
· Agency Management Systems- Sagitta and ImageRight
Job Seekers
Click Here to Register!
Free Unlimited Job Searches
Free Alerts When New Jobs Posted
Free Confidentiality Option
Easy and Quick Registration
City:
Wooster
State:
Ohio
Job Details
Degree Required:
None
Position Type:
Full Time
Experience Required:
3-5 Years
Specialty:
Account Manager Jobs
Accept Visa Candidates:
No
Additional Information:
Contact Details
Contact Information:
You must be logged in to contact employers or recruiters. If you do not have an account, please
Register now!
