P&C Account Manager

Job Title: P&C Account Manager

Status: Non-Exempt

Reports To: P&C Service Team Lead and Operations Manager

Supervisory Responsibility: N/A

Work Location: David City, NE

 

Position Summary:   Grow the agency's portfolio by assisting with new business – marketing insurance products to prospective clients and educating existing clients on additional products to meet their needs. Complete general operational tasks, such as entering data, making customer requested changes, maintaining files, and monitoring the status of existing insurance claims, applications, renewals, and endorsements within the agency.

 

Essential Functions:

Job Specific

• Assist clients with questions, concerns, and policy changes. Correspond with external agencies as necessary to accommodate client requests.  Ensure client receives a response in a timely manner.
• Generate quotes for prospective or existing customers.
• Assist producers with new business to grow the agency's portfolio by marketing to prospective clients and suggesting additional products to meet the needs to existing clients.
• Accept and track client claims and file with the appropriate companies. Follow-up with client.
• Responsible for clerical duties, such as: entering data, completing necessary paperwork; writing letters; filing current policies, renewals, and changes; packaging new and renewal policies; sending marketing tools and proposals, etc.
• Maintain a current working knowledge of the insurance industry through continuing education.
• All other duties as reasonably assigned.

Agency Specific

• Exhibit professionalism in appearance and attitude, maintaining confidentiality and ethical behaviors at all times.
• Provide timely assistance and support to both co-workers and customers, ensuring exceptional service and accurate information.
• Adhere to regular attendance, punctuality, and break schedules.
• Take responsibility for personal actions and be accountable for performance.
• Promote and cross-sell company services while participating in training opportunities as required.
• Remain vigilant and knowledgeable about crisis procedures, including emergency protocols such as robbery.
• Comply with all bank policies, procedures, and regulations, and report any concerns to Human Resources or upper-level management immediately.

 

Qualifications:

• Bachelor's degree in Business Administration, or a related field, or relevant insurance industry experience required.
• Current Nebraska Property and Casualty (P&C) insurance license required (or ability to obtain within a specified period of time).
• Valid motor vehicle driver's license required.

 

Knowledge, Skills, and Abilities (KSAs):

• Proficient in Microsoft Office and general office machinery.
• Attentive to detail with a high degree of accuracy.
• Self-motivated and capable of working independently.
• Effective at interacting with customers, management, and other employees.
• Strong critical thinking, problem-solving, and analytical skills.
• Excellent customer service orientation and communication skills, both verbal and written.
• Flexible and able to work under pressure, prioritize tasks, and meet deadlines.
• Well-organized with a courteous and diplomatic approach.
• Demonstrates sound judgment and strong organizational skills.
• Able to hear and communicate effectively with customers, co-workers, and external contacts.
• Proficient in reading and writing.

 

Physical Demands:

• Engage in routine physical activities such as walking, standing, sitting, stooping, bending, pushing, and pulling.
• Ability to read reports and use a computer effectively.
• Lift and carry items up to 30 pounds daily, including file boxes and office supplies.

 

Work Environment:

• Primarily indoors in an environmentally controlled setting.
• Occasional travel by car to visit other company locations may be required.
• Flexibility for occasional evening and weekend work to achieve established goals.

 

Note: The statements herein are intended to describe the general nature and level of work being performed by the employee assigned to this position.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.