Commercial Lines Account Manager (58395)
About The Position
First State Insurance Agency is seeking a Commercial Lines Account Manager focused on building relationships through amazing service and communication skills. The ideal candidate must have a passion for helping customers become educated when making insurance-buying decisions. A strong working relationship with producers is key to this position. First State Insurance Agency is a subsidiary of First State Bancshares, providing a growing insurance and financial services organization serving most states across the nation, with its home office in Farmington, MO and numerous locations throughout Missouri.
Requirements
- Strong computer skills showing proficiency in Microsoft Office, Word, Excel, and AMS360.
- Minimum 2 to 5 years in Insurance Account Management.
- Missouri Property & Casualty Insurance License.
- Excellent written and verbal communication and customer service skills.
- Should be open-minded, a fast learner, enthusiastic, and adaptable.
Nice To Haves
- Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.
Responsibilities
- Observe and comply with all Agency policies and procedures.
- Confer with customers by telephone, email or in-person to provide information about products and services, to issue new/renewal or cancel accounts, or to obtain & report details of claims or services needed.
- Read and verify policies for accuracy.
- Keep records of customer interactions and transactions, details of inquiries, complaints, and comments, as well as actions taken utilizing agency management system.
- Become familiar with each insurance carriers product lines, underwriting process & websites.
- Deliver and prepare Summary of Insurance for producer accounts and house accounts on a timely basis.
- Prepare new business and renewal submissions to be forwarded to insurance carriers for quoting.
- Compare quotes & coverage options, prepare a marketing spreadsheet with the best options for the customer.
- Prepare new lines of business for existing clients and renewal proposals when needed.
- Analyze coverage options and make recommendations of additional coverage options that may benefit the client.
- Bind coverage, collect deposits or down payments, and/or arrange for billing.
- Servicing clients will include issuing certificates of insurance, policy change requests, review/check endorsements, and audits for accuracy.
Benefits
- Competitive pay and benefits package
- Variable compensation program based on team performance
- 401(k) with generous employer match
- Helpful, qualified, and available leadership
- A caring, stable work environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
