SUMMARY:                      

The senior account manager will be a Property and Casualty licensed individual, who will have the ability to contact a client, gather information, determine coverage needed for the individual client, market, place and sell the account. They will have a workable knowledge of finances and financial statements along with an understanding of Microsoft excel including development of formulas within the program. They will have the ability to prioritize and delegate workflow issues for the most efficient use of time and resources.

DUTIES AND RESPONSIBILITIES:

• Advise clients on coverage issues.
• Act as a resource & provide guidance to co-workers.
• Decide the best market with which to place an account and which markets to approach for the accounts (coverage and pricing would be considered).
• Check all incoming policies, audits, and endorsements for accuracy.
• Input the data on the system.
• Bill policies, audits, and endorsements.
• Write to company for corrections to policies, endorsements, audits.
• Enter and update applications to be submitted to company for marketing.
• Follow up with companies in the marketing process to obtain quotations.
• Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)
• Write to the company for changes, issue certificates, ID cards, and send out to customer.
• Issue binders.
• Issue cancellation requests.
• Check expiration lists to be sure everything is bound or renewed on time.
• Research and explain accounting differences.
• Do rating if needed.
• Check follow-up items and second request outstanding items.
• Complete special projects as assigned.
• Must comply and follow our workflows and procedures and follow all guidelines regarding Errors & Omissions.

EDUCATION AND EXPERIENCE:

• Must meet management’s Senior Account Manager performance expectations.
• High School Diploma or General Education Degree (GED).
• Property & Casualty license required.
• 10-15 years commercial insurance experience.
• CIC / CPCU designation or equivalent required.
• Minimum three years working accounts with premiums of $350,000 and higher. 

OTHER SKILLS AND ABILITIES:

• Customer service experience.
• Speed and accuracy in all areas.
• Detail-oriented.
• Knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Organized.

CONDITIONS:

• Other functions may be assigned as business conditions change.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications, and close vision computer use. The employee may need to frequently lift and/or move up to fifteen (15) pounds.  

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, while maintaining regular attendance that is acceptable to company standards. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

The Loomis Company is proud to be an equal opportunity employer committed to hiring a diverse and inclusive workforce. We provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of sex, sexual orientation, gender (including gender identity and/or expression), pregnancy, race, color, creed, national or ethnic origin, citizenship status, religion, disability, marital status, age, genetic information, veteran status or any personal attribute or characteristic that is protected by applicable local, state or federal laws.

This employer uses E-Verify. Please visit the following website for additional information: The Loomis Company E-Verify. E-Verify is a program that electronically confirms a candidate’s eligibility to work in the United States after completing the Employment Eligibility Verification (Form I-9). The information provided on the Form I-9 is compared to the records contained in the Social Security Administration and Department of Homeland Security (DHS) databases. This helps employers verify the identity and employment eligibility of newly hired employees.

Salary : $350,000