Account Manager

HUMMEL GROUP INC•Walnut Creek, OH

20h•Onsite

About The Position

The Account Manager in Personal Lines is responsible for retaining client accounts by working directly with the Account Executive and Risk Advisor to provide the best service to clients. This role involves providing technical support, analyzing client needs, managing policy retention, researching accounts, identifying opportunities for new business, assisting clients with policy changes, reviewing accounts for updates, recommending appropriate coverages, handling renewals, ensuring premium accuracy, and serving as a backup for sales and claims staff. The position also requires supporting agency goals and procedures, providing excellent customer service, and potentially traveling offsite to meet with clients and underwriters.

Requirements

High school diploma or equivalent required.
Requires possession and maintenance of a Property and Casualty license.
Must have a current driver license and an insurable driving record.
HIPAA Compliance: Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Nice To Haves

Recommended possession of CISR or CISR Elite designation.

Responsibilities

Provides technical support to Risk Advisors and Account Executives; specifically, in analyzing client needs, coverage forms and quotes.
Maintains a 95% policy and premium retention on an annual basis of the entire Personal Lines client book.
Research accounts and service questions to support Risk Advisors and Account Executives.
Alerts the Risk Advisors and Account Executives of every available opportunity to develop new accounts and new lines of coverage for existing accounts.
Refers current and prospective clients to other services within to Hummel Group.
Assists clients with making changes to their policy.
Reviews clients entire account with them upon each contact to ensure account is up-to-date and no other services are needed.
Identifies exposure to loss and recommends appropriate coverages.
Request renewal quotes from insurance carries, creates renewal proposals and handles other renewal activities in coordination with the Risk Advisor.
Responsible for ensuring the client’s premiums are accurate and requoting/rewriting if necessary.
Serves as a backup to sales and claims staff, as needed.
Supports and adheres to agency goals and objectives to place and retain business with our clients.
Supports and adheres to procedures to minimize the agency’s error and omission exposure.
Provides outstanding customer service, teamwork and assist others in acquiring and perfecting these skills.
Travels offsite to meet with clients and insurance company underwriters.
Other duties as assigned.