6 Jobs in Powell, TN
W3Global Inc is Hiring a Commercial Lines Account Manager Near Powell, TN
Reports to : AVP, CUSO Services
Expectation : Emphasis on Service, Quoting, & Sales
Essential Functions
- Handles inbound service calls from current or prospective business customers and administer endorsements/changes by sending requests to carriers and/or performing endorsements on carrier websites. Resolve billing issues and/or policy discrepancies with carriers on new and existing business. Process payments on customer's behalf and maintain accurate records of such. Provide claim support as needed. Follow up with current customers at least annually to review renewal of insurance policies and submit additional underwriting information as requested by insurance carriers. Generate Certificates as requested by insureds and advise if policy endorsements are required. Complete and/or update information in agency management system as needed.
- Capture information from prospective customers via telephone or inbound quote requests, complete applications and secure quotes via insurance carrier websites or directly from underwriters. Coordinate with underwriters and negotiate premiums. Present quotes to agents and/or customers. Explain coverage options, premiums and answer customer's questions. Complete sales process to secure the account/policy. Complete all binding requirements and issue Certificates/Binders as requested.
- Provide back-up support to Sales Agents, CRMs and Service Department, including obtaining all pertinent information required to issue a policy change as requested, payments and reporting claims.
- Cross sells other agency and our company products and services.
- Maintain accurate, complete, and thorough files on every customer by noting all contact through documentation via the agency management system. Enters all new and existing policy documents into the agency management system and/or "Ydrive".
- Promote, establish and maintain commercial insurance referral resources throughout the our company.
- Promote our company through CU Branch Visits and other events
- Assists in updating and maintaining of operations and policy manuals.
- Performs other job-related duties as assigned including assistance with Personal Lines Sales and Service.
- 5 years external (or 3 years internal) Commercial Insurance experience with an insurance agency or carrier required.
- Current license Property and Casualty in the state of Tennessee.
- A high school education or GED
- Accomplished PC skills in Work and Excel type software application.
- Ability to work in a high volume, multi task environment.
- Exceptional verbal and written communication skills.
- Financial institution experience a plus.
- To provide confidential administrative support to members of management and staff.
- To maintain complete and well-organized files, both paper and through the agency management system.
- Must be able to work scheduled hours as required and be punctual in reporting to work at the assigned time required for this position.
- To provide professional, courteous, and friendly service and support for members and co-workers.
- Own the Issue
- Build confidence that you will help through your words and actions.
- Minimize the team/member's effort.
- Personalize the Experience
- Show that you care about the person and the issue.
- Adapt to the team/member's pace, style, and emotional tone.
- Be Authentic
- Be genuine.
- Be present in the conversation to avoid sounding mechanical.
- Understand, then Solve
- Aim for one-call resolution.
- Address the underlying issue vs. just the request.
- Be crystal clear on next steps.
- Be Curious to Exceed Expectations
- Pick up on cues and clues indicating other needs.
- Engage in conversation to discuss broader needs.
- Help the member access additional resources, products, and services to gain more value.
Job Summary
Full Time
IT Outsourcing & Consulting
$83k-112k (estimate)
06/01/2024
06/17/2024
w3global.com
FRISCO, TX
100 - 200
2006
Private
GAYATHRI SRIDHAR
$5M - $10M
IT Outsourcing & Consulting
Related Companies
About W3Global Inc
W3global is a software product development company that offers recruitment and technology solutions for businesses.
The job skills required for Commercial Lines Account Manager include Products and Services, CRM, Written Communication, Billing, Sales Process, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Lines Account Manager. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Lines Account Manager job description and responsibilities
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Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Commercial Lines Account Manager jobs
Plenty of students have landed account manager roles without extensive work experience.
02/08/2022: Huntington, WV
Step 3: View the best colleges and universities for Commercial Lines Account Manager.
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