Middle Market Account Manager

Tedford Insurance•Jenks, OK

1d•Onsite

About The Position

We have an exciting new opportunity for a Middle Market Account Manager in our Commercial Lines Department at Tedford Insurance. Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.

Requirements

Exceptional verbal and written communication skills.
Quality Management - demonstrates attention to details.
Outgoing, goal driven, and detail orientated.
Advanced organizational leadership skills required.
Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
Proficient with Microsoft Office Suite, AMS and/or related software.
Proficient in typing and data entry.
Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
High School diploma or equivalent required.
Must have a valid Oklahoma Property & Casualty Insurance license.
Must have a minimum 2 years of Commercial Lines Account Management experience.
Valid Drivers License.

Nice To Haves

Industry designations such as CIC and CISR are preferred.

Responsibilities

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
Develop account marketing strategies.
Prepare proposals and summaries of insurance as needed.
Respond to client requests for information, documents, and general insurance related inquiries.
Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.
Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.
Prepares reports for management as required or requested.
Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.