What are the responsibilities and job description for the Small Commercial Account Manager position at Tedford Insurance?
We have an exciting new opportunity for an Account Manager in our Small Commercial Department at Tedford Insurance.
GENERAL SUMMARY:
Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
PRIMARY RESPONSIBILITIES:
GENERAL SUMMARY:
Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
PRIMARY RESPONSIBILITIES:
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
- Develop account marketing strategies.
- Prepare proposals and summaries of insurance as needed.
- Respond to client requests for information, documents, and general insurance related inquiries.
- Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.
- Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.
- Prepares reports for management as required or requested.
- Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
- Exceptional verbal and written communication skills.
- Quality Management - demonstrates attention to details.
- Outgoing, goal driven, and detail orientated.
- Advanced organizational leadership skills required.
- Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
- Proficient with Microsoft Office Suite, AMS and/or related software.
- Proficient in typing and data entry.
- Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
- Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
- High School diploma or equivalent required.
- Must have a valid Oklahoma Property & Casualty Insurance license.
- Industry designations such as CIC and CISR are preferred.
- Two years of experience in a commercial property & casualty insurance agency utilizing a thorough understanding of all property and casualty insurance coverages.
- Previous experience using insurance company websites to rate policies and process changes.
- Valid Drivers License.
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Employee assistance program
- Flexible spending account
- Health savings account
- Life insurance
- Paid time off