Commercial Lines Account Manager

Description

WHO WE ARE:

At Insurance Management Group, we’re driven by the opportunity we have every day to positively impact our clients, co-workers, and communities. We take pride in each and every interaction to protect and inspire, a key reason we feel we have been a successful independent insurance agency since 1875. We attribute our continued rapid growth in central Indiana to our commitment to 4 operating principles: Delivering WOW (to the clients), being Ideal Team Players (to co-workers), Growing (ourselves), and Serving (others). We’re committed to maintaining the family-oriented atmosphere that has got us to where we are today, as we feel internal culture is one of the best ways to ensure a great experience for our external clients. We hope you will consider joining the IMG family and helping us help others protect their assets, families, and futures.

POSITION DESCRIPTION:

Our company is looking for a Commercial Lines Account Manager with strong communication and interpersonal skills. As the Commercial Lines Account Manager, you will be responsible for providing support to producers in servicing new and renewal business. You must provide prompt, accurate, and courteous service to our clients, while offering a high level of support obtaining, maintaining, expanding, and servicing commercial accounts. You, along with the producers, are responsible for developing relationships with your clients and are accountable for the client experience and retention. You are thus required to not only have the in-depth technical insurance knowledge across our many insurance carriers, but you must also have the empathy, communication skills, and intentionality to connect on a personal level. We strive to deliver a WOW experience that leads to lifetime clients.

DAY IN THE LIFE OF:

• Establish and maintain strong relationships with clients and insurance carriers to ensure long term consistent business growth
• Provide exceptional customer service to clients and prospects
• Respond to client inquires and requests to resolve any related service issues
• Review commercial applications, policies, endorsements, audits, cancellations, and reinstatements for completeness and accuracy
• Maintain agency management system with both written and verbal communication of all transactions
• Submit policy changes and cancellations to carriers
• Receive phone calls from clients and companies regarding insurance, claims, administrative problems, and comply with the request and or refer to producer
• Maintain a task system to follow up on outstanding requests, correspondence, reports, and overdue items
• Handling the quoting process from start to finish on new business
• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
• Annual review and analysis of client insurance solutions to validate current solution and update as needed
• Re-marketing of client accounts with other insurance providers to ensure client has optimal solution
• Continuing education to maintain insurance license (24 hours every 2 years) and to stay up to date on insurance carrier changes
• Growth of existing accounts through account rounding and additional coverage options
• Assist in training new account managers, be a resource to all team members
• Help with projects and provide support to other team members while they are out.
• Demonstrate operating principles – We WOW, We Grow, We are TEAM players, and We Serve

Requirements

KNOWLEDGE, SKILLS, AND ABILITIES:

• High attention to detail
• Excellent listening skills
• Maintains quality of performance in high stress situations
• Great interpersonal skills
• Experienced with computers and typing; able to navigate very efficiently
• Fast learner, excited about continuous growth and learning
• Ideal Team Player
• Strong organization and time management skills
• Highly motivated and positive attitude
• Typical years’ experience in field of 5 years.
• Typically holds Associate's Degree.
• Skills/Specialties include Account Management, Client Interaction, Customer Relations, Customer Service, Insurance. Certifications include Licensed Property & Casualty Insurance agent.