Insurance Account Manager

Huntington National Bank•Columbus, OH

18h•Hybrid

About The Position

Insurance Account Managers possess a high degree of product knowledge and technical expertise. They exercise judgment and act independently to provide account management to a high volume book or complex or specialized accounts. They prioritize effectively and respond in optimal time frames while working in a fast paced environment. They manage a significant volume of account activity while maintaining a high degree of accuracy and timeliness. They act independently to manage all aspects of complex house accounts and demonstrate teamwork in the prospecting and production of new business and the retention of renewal business.

Requirements

Bachelor’s Degree
Minimum 3 years' experience in Insurance Industry

Nice To Haves

Abides by all state and federal regulations and Bank policies regarding business conduct
Property & Casualty License
Excellent Verbal and Written skills, including professional grammar and demeanor
Will exude enthusiasm and confidence in both internal and external relationships to the agency
Effective at multi-tasking
Proven track-record of meeting production goals

Responsibilities

Maintain responsibility for self-management and development
Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
Record updates on goal achievements as indicated throughout year
Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
Maintain and develop product knowledge through participation in educational opportunities
Act as a resource for continuous improvement initiatives
Comply with corporate and agency policies and procedures and all subsequent updates
Adhere to agency service standards and timelines
Utilize agency technology and software applications including agency management systems, document management systems and workflows
Comply with procedures as outlined in the Huntington Employee Handbook
Respond to internal and external service inquiries within optimal time frames
Take ownership to provide problem resolution and respond to customer inquiries in an optimal time frame as outlined in the agency procedures.
Coordinate and communicate client service needs, directing and assisting team members as needed
Prepare and review documents including bid bonds, performance and payment bonds, license bond, commercial bond other bonds as required
Provide guidance to other team members as needed
Monitor outstanding bond requests and address in established timeframes
Obtain necessary data from clients and carriers throughout the bond process
Deliver bonds within the established time frame
Participate in client appointments and meetings as requested
Collect and update client information throughout year
Identify account rounding and cross sell opportunities
Recognize referral opportunities and submit prospects as appropriate
Maintain and update client and bond data per agency procedures
Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.
Serve as a technical, product and process resource as requested
Assist with colleague training as requested
Participate in corporate projects and initiatives
Assist with workflow development and implementation to support corporate initiatives
Perform other duties as assigned by management
Adhere to bank policies and procedures and comply with legal and regulatory requirements.
Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled.
Adhere to compliance requirements on an on-going basis.
Maintain knowledge of risk-related changes that could impact assigned work functions and processes.