What are the responsibilities and job description for the Account Technician position at F.N.B. Corporation?
Primary Office Location:
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
Position Title: Account Technician
Business Unit: INSA
Reports to: Varies by Assignment
Position Overview
The Account Technician's main role is to review the accuracy of policy information and work in conjunction with Account Manager, Account Executive and Sales Executive. The incumbent may work within our Personal Lines, Commercial Lines or Marketing Departments. The incumbent performs every function within their department, shares responsibility of the department in the event of an absence and helps other departments when needed.
Primary Responsibilities
Reviews renewal policies, endorsements and audits for accuracy and works with Account Manager and/or Account Executive to ensure that these items are delivered or mailed to the client. Assist with data entry of information into agency management system when needed.
May assist Account Manager and/or Account Executive with routine customer service work such as preparing proposals, ID cards and certificates of insurance.
Performs other related duties and projects assigned by Account Manager and/or Account Executive or Supervisor.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience With Insurance Preferred But Not Required
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Property and Casualty License in state of PA preferred within 90 days of employment.
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
Position Title: Account Technician
Business Unit: INSA
Reports to: Varies by Assignment
Position Overview
The Account Technician's main role is to review the accuracy of policy information and work in conjunction with Account Manager, Account Executive and Sales Executive. The incumbent may work within our Personal Lines, Commercial Lines or Marketing Departments. The incumbent performs every function within their department, shares responsibility of the department in the event of an absence and helps other departments when needed.
Primary Responsibilities
Reviews renewal policies, endorsements and audits for accuracy and works with Account Manager and/or Account Executive to ensure that these items are delivered or mailed to the client. Assist with data entry of information into agency management system when needed.
May assist Account Manager and/or Account Executive with routine customer service work such as preparing proposals, ID cards and certificates of insurance.
Performs other related duties and projects assigned by Account Manager and/or Account Executive or Supervisor.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience With Insurance Preferred But Not Required
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Property and Casualty License in state of PA preferred within 90 days of employment.
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
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