Account Manager II - INSURANCE

Holman•Maple Shade, NJ

11d•Hybrid

About The Position

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around. The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Purpose: Provide technical support to internal and external clients as it relates to placing and servicing of Commercial Insurance coverage for the Middle Market clients inclusive of: liaison to optimize quality of service, business growth, and customer satisfaction. Disseminate appropriate needs of client as it relates to Commercial Lines Insurance Assist in marketing Carriers for appropriate coverage Facilitate requests and needs of Carriers on behalf of clients Manage client’s Claims inclusive reporting, advocacy and analytics Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, Workers Compensation.

Requirements

Bachelor’s degree or equivalent work experience preferred
Proficient in the use of various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)
Must hold a current Resident State license for Property and Casualty
3-5 plus years of Account Management work in a Commercial Brokerage environment with job duties inclusive of Claim Data analytics, Client Services, application and proposal generation, Coverage need determination.
History of working in a team environment a plus
Experience using a P&C Brokerage CRM
Working knowledge of core Property and casualty coverages
Basic knowledge of Executive Liability Coverages
An understanding premium development & rating methodology
Experience in interpreting contractual language as it relates to insurance
Ability to read and digest financial statements.
Commercial Insurance Experience is a must.
Strong math, organization, critical thinking, and problem solving skills
Proactive, organized approach to multitasking and prioritization
Independent of Supervision effectively manages time and consistently meets deadlines
Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies
Demonstrates accuracy, thoroughness and effectiveness in work
Demonstrates attention to detail and commitment to doing quality work
Adjusts quickly to new or changing assignments, processes and people
Displays professionalism and remains composed when faced with challenges
Learns from experience; modifies behavior to be more effective
Recognizes one’s own strengths and opportunities for growth
Able to break down problems and analyze for possible solutions. Looks to improve efficiency and accomplish objectives within own area
Ability to grow and understand the key business drivers; uses this knowledge in own work. Expands fundamental knowledge in own function and broadens skills
Decisions are guided by policies and procedures; receives moderate guidance and oversight from manager
Developing knowledge of negotiation strategies
Developing analytical and problem-solving skills
Personal skill set to establish and nurturing individual relationships at both the client and carrier level.
Able to interact comfortably both over the phone and in person with insurance underwriters and brokers, prospects, clients, referral sources, business colleagues, both in and outside of the Holman group of companies.
Ability to communicate complex insurance and contractual policy language in a manner easily understood by a layperson
Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers responds to non-standard requests; investigates with assistance from others as needed
Strong research and presentation skills
Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation.
Candidates must be outgoing and able to inspire and motivate potential referral sources.
Dedicated to delivering exceptional customer care to all prospects and clients of the business.
Good written and verbal communication skills.
Demonstrates consistency between words and actions
Consistently earns trust, loyalty and respect of others identifies and removes barriers to effective teamwork
Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view
Timely delivery of information including claim data for renewal negotiations
Current and accurate database of client data
Timely and accurate issuance of client documents
Facilitation of timely and favorable claim outcomes
Billing of client’s Premium/revenue resulting accurate HIS Financial statements

Nice To Haves

CISR preferred or current pursuit of a Professional Designation

Responsibilities

Maintain electronic client database
Obtain Claims data, evaluate for trends, supply Summaries, participate in Claim Reviews
Verify Coverage and Report Claims to insurers
Advocate for clients on claims, follow up on claim assignments with insurers as required
Generate Acord applications as requested
Issue confirmation of coverage and other insurance documents as required.
Counsel clients and execute routine policy changes with clients and insurers
Secure “on Line” insurer Proposals, as requested
Complete Billing Worksheets and bill the policies
Follow up on timely issuance of Insurance contracts and Audits
Review policies, policy changes & Audits for accuracy
Prepare renewal “kits” as required
Update Operating Platform with underwriting data
Participate in training of new colleagues focusing on tasks that are primarily Our technical process and SOPS
Collaborate with Account Executives in assembling Marketing Submissions
Be prepared to back up Teammates as needed.
Execute on Special projects, planned leaves, emergency, or extended leaves.
Executes on special projects as assigned by leadership