Account Manager- Commercial Energy

The HartfordFrisco, TX
Hybrid

About The Position

This role supports Commercial Underwriting in the sales acquisition process. It provides support for new business and renewal policy account coordination, review, essential services, rating, and prepares work orders for quoting and issuance of middle market business. The Account Manager serves as the primary point of contact for agents, handling inquiries and requests, and communicates with customers to obtain necessary information and resolve problems. The position operates under a Hybrid work arrangement, requiring the employee to work in an office located in Houston, TX or Frisco, TX three days a week (Tuesday through Thursday).

Requirements

  • Prior Commercial Market Insurance Industry experience as an Account Manager, Rater (or similar) at an insurance carrier/agency.
  • Knowledge of the following primary insurance coverages: Workers Compensation, Auto, General Liability, Property.
  • Functional knowledge of Commercial Lines rating experience.
  • Strong Customer Service and Relationship Building skills.
  • Effective Communication Skills / Written and Verbal.
  • Good automation skills and strong technical ability.
  • Professional Demeanor.
  • Proficiency in Microsoft Word, Excel, and Power Point Software.
  • High speed broadband internet service (not DSL, wireless, Wifi, Hotspots, Fiber without a modem, or Satellite).
  • Internet provider supplied modem/router/gateway hardwired to the Hartford issued computer with an ethernet cable.
  • Minimum upload/download speeds of 75MB download/10MB upload.

Responsibilities

  • Support the Underwriter in the sales acquisition process through services such as account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection.
  • Review and prepare work orders for rating and issuing policies.
  • Apply screening criteria in accordance with guidelines.
  • Communicate with customers to obtain needed and required underwriting information and resolve problems.
  • Support sales efforts and strategies.
  • Handle high volumes of transactions.
  • Effectively balance quality and timeliness while working alongside the Underwriter to manage a Book of Business.
  • Multi-task, prioritize, and manage daily work activities.
  • Organize work, based on AM/UW Huddles, recognition of Top Agents, and territorial differences, to ensure continuity and effective customer response.
  • Maintain an effective pending/diary/follow-up system.
  • Stay current on issues potentially impacting work, including industry and marketplace trends, strategic direction, organizational structure, leadership, team goals, and internal initiatives.
  • Understand and align own work plans, activities, and decisions to help fulfill all commitments within established timeframes.
  • Manage own time and workload efficiently, balancing multiple priorities to fulfill all commitments within established timeframes.
  • Identify the benefits and opportunities of change and quickly alter approaches to implement and support change efforts.
  • Modify own work activities and methods to eliminate waste and inefficiency.
  • Attend Regional Office Meetings to understand priorities and work with the Underwriter to achieve Regional Office Goals.
  • Constantly seek opportunities to learn and acquire new skills.
  • Strive to learn and understand dynamics of the territory and Book of Business Knowledge.
  • Demonstrate consistency in words and actions, reflecting company core values and principles.
  • Be open and honest in all dealings internally and externally; treat others with fairness and respect.
  • Seek to resolve conflicts in a productive manner without assigning blame or claiming credit.
  • Build effective relationships with Agents.
  • Act with appropriate urgency when responding to customer inquiries or requests.
  • Set high standards and continually evaluate self against performance targets.
  • Demonstrate professionalism and establish credibility and rapport in all customer interactions.
  • Serve as the Single Point of Contact for agents on service related/problem resolution.
  • Listen carefully and ask probing questions to understand others’ needs or perspectives (peers, business partners and customers).
  • Speak clearly and concisely to effectively convey information or express opinions; clearly explain complex or technical information in a way that is helpful to listeners.
  • Quickly comprehend written information and write effective letters, emails, reports, etc.
  • Keep others informed so there are no unnecessary “surprises”.
  • Work autonomously.
  • Shift work efforts quickly and make decisions in a fast-paced environment.

Benefits

  • Short-term or annual bonuses
  • Long-term incentives
  • On-the-spot recognition

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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