What are the responsibilities and job description for the Account Manager position at Field-Waldo Insurance Agencies Inc?
OBJECTIVE/FUNCTION
Customer Service Professional managing and working with client’s insurance policies and programs using senior level expertise in the area of coverage of insurances for all commercial lines of business. This position will be liaison with the production staff in their servicing of commercial clients and prospects. It also may maintain a set of specialty clients due to the nature of their specific industry.
DUTIES AND RESPONSIBILITIES
- Prepare new business and account renewal proposals.
- Offers counsel to specialty clients.
- Enter and maintain account data within agency management system.
- Support Producer in day-to-day servicing client accounts, including direct contact with clients and insurance underwriters.
- Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations.
- Develop and maintain strong technical knowledge of commercial lines coverage & rating.
- Use independent discretion and judgement in the matters of advising coverage and claim status and other insurance matters.
- Other duties as requested.
PHYSICAL REQUIREMENTS
Must be able to stand, sit and stoop for extended periods of time. Must be able to lift or reach arms over head or below waist. Must be able to lift, hold or carry items weighing up to 50 pounds unassisted. Must be able to see, hear and speak with or without accommodation.
ENVIROMENTAL REQUIREMENTS
Must be able to work in well-lighted or dim-lighted office environment. Temperature-controlled area air conditioned or heated offices at reasonable temperatures.
EDUCATION AND EXPERIENCE:
2 years of industry experience
High School graduate or equivalent preferred
Property & Casualty License
Competent in use of Word, Excel, and Outlook
Agency Management Experience a plus.
PERSONALITY/OTHER:
Must be confident, great communicator with the ability to communicate in English, as well as oral and written communication skills. Work well under pressure and time deadlines. Ability to work in a fast-paced environment. Must have a sense of urgency and ability to prioritize quickly and efficiently. Must be able to work well under a team environment or work independently as needed.
