Job: Insurance Account Manager

Jobing Description

Requisition ID: 34082 Insurance Account Manager Full Time Regular posted 09/27/2011
Redfield, SD

Requirements

Purpose Statement
Responsible for performing the essential functions of the position, including managing assigned client s insurance policies. The account manager regularly exercises discretion and independent professional judgment in representing the company and has the authority to make important decisions. Works independently and may assist sales representatives. This position will also be required to act as the Sales Executive on an account. In that event, it is required to adhere to the sales executive job description.

Essential Job Functions

1. Has authority and makes the decision to submit complete applications to insurance carriers for new and renewal business.
2. Rates and obtains quotes from carriers on a timely basis to meet client's expectations. Follow up to ensure timely receipt of quotations and policies.
3. Orders coverage from carriers if account is sold, submits necessary documentation to carrier to have policy issued.
4. Interacts regularly with new and existing clients. Proactively solicits appropriate increases in coverage for account rounding. Provides coverage advice to clients informing and educating clients about policy coverage, changes, exclusions and insurance needs.
5. Services existing policies, processes change request, collects payments, cancels coverage, and documents all customer and policy related activity in the AMS system.
6. Designs insurance plans for clients, remarkets renewals and processes renewal proposals as needed.
7. Assists sales representatives with marketing new business and servicing existing clients.

Education

Required Education or Equivalent Experience
Bachelor s Degree in Business, Accounting, Marketing, or Education
Required license(s) or certifications State specific property & casualty agents license and/or life and health license is required.

Required Experience
4 years of directly related experience
Alternative: Combination of education and experience (years /description) 4 years combination of education and experience

Administrative/Technical Skills/ Other Information
Strong written and oral communication skills
Proficient in MS Word, Excel, Outlook
Organized with a strong attention to detail
Analytical with strong problem solving skills
Possesses a high level of personal accountability and works well both independently and in a team environment

Level Supervised
No supervisory responsibilities