AR Insurance Account Manager I

Centennial Bank

2d•Onsite

About The Position

The AR Insurance Account Manager I sells and services new and existing accounts. This position performs sales and service functions for targeted market programs and the sale of additional coverages as assigned.

Requirements

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc.
Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions.
Ability to deal with problems involving several known variables in situations of a routine nature.
Ability to obtain an Arkansas Insurance License.
Advanced: Word Processing/Typing
Intermediate: Contact Management, Database
Basic: Accounting
Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
The noise level in the work environment is usually moderate.
Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; regularly required to stand, walk.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision.
Excellent computer Skills
Ability to navigate multi insurance company web rating programs
Excellent oral and written communication skills
Complete required BSA/AML training and other compliance training as assigned.

Nice To Haves

Preferably already has an Arkansas Insurance License.

Responsibilities

Performs the functions of a CSR to include initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence and reports.
Prepares, processes, reviews and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.
Contacts current and prospective customers to sell and explain coverage gaps, and solicitation of new business within market area.
Prepares and presents proposals, quotes and recommends coverages based on customer needs and sales of appropriate coverages.
Assists customer and arranges payment terms in accordance with established guidelines.
Prepares and calculates premiums, invoicing, commissions and other accounting related functions.
Creates and maintains computer files and suspense for follow-up action.
Attends sales seminars, sales meetings.
Participates in company community events and civic meetings.
Completes required BSA/AML training and other compliance training as assigned.
The ability to work in a constant state of alertness and in a safe manner.
Perform any other related duties as required or assigned.