P&C Account Manager

NON-EXEMPT                                                             JOB TITLE: P&C Account Manager

 

REPORTS TO: P&C Service Team Lead and Operations Manager

 

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, including personal appearance and attitude.
• Provide assistance, information and support to co-workers.
• Provide prompt assistance and information to all customers (internal and external).
• Maintain regular attendance. Report to work on time; adhere to time frames for breaks and lunch.
• Be responsible and accountable for own actions.
• Maintain confidentiality at all times.
• Cross-sell company services.
• Deliver exceptional customer service.
• Participate in appropriate training opportunities and in a timely manner.
• Behave ethically. Immediately report any concerns to Human Resources or upper-level management.
• Be alert to surroundings and familiar with all crisis procedures, including but not limited to, robbery.
• Comply with all policies, procedures, and regulations.

 

SUPERVISORY RESPONSIBILITY:  None.

 

MINIMUM JOB REQUIREMENTS:

• EDUCATION/EXPERIENCE REQUIREMENTS: Bachelor’s degree in business administration (or the like) or relevant industry experience required.
• LICENSE, CERTIFICATIONS, ETC.: Valid motor vehicle driver’s license or provisional operator’s permit required. Property and casualty insurance license preferred.

 

KNOWLEDGE, SKILLS, AND ABILITIES (KSA'S):

• Working knowledge of personal computer (Microsoft Office products).
• Ability to use general office machines.
• Attentive to detail and very accurate. 
• Self-motivated. 
• Ability to interact effectively with customers, management, and other employees. 
• Critical and analytical thinking skills, problem solving abilities.
• Strong customer orientation.
• Strong communication skills, both orally and written. 
• Must be flexible, able to work under pressure to meet deadlines and prioritize workflow. 
• Organizational skills, courtesy, and diplomacy. 
• Sound judgment. 
• Ability to hear well enough to communicate with customers, co-workers, and outside bank personnel.
• Ability to read and write.

 

PHYSICAL DEMANDS:

• Normal daily physical activities to include, walking, standing, sitting, stooping, bending, pushing, pulling.
• Daily lifting up to 30 pounds (i.e., storage files, office supplies, and equipment).

 

WORK ENVIRONMENT: Indoors, environmentally controlled. This position may require travel by car to visit other company locations and make on-site customer visits.  May require work on evenings and weekends to meet with customers.    

 

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.