Personal Lines Account Manager

Newtek One

4d

About The Position

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.
Newtek's and its subsidiaries' business and financial solutions include banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.
Newtek Insurance Agency, is a retail and wholesale brokerage insurance agency licensed in all 50 states, specializing in the sale of commercial and health/benefits lines insurance products to the SMB market as well as various personal lines of insurance.
As a Personal Lines Account Manager, you will be responsible for writing new business and servicing of existing clients.. This requires the ability to organize, manage multiple tasks, manage client, and company relationships, and gather and communicate technical information as it pertains to insurance. Maintain a professional working relationship with internal customers and external clients.

Requirements

• Bachelor's degree or equivalent experience and a minimum of 3 years of customer service in the insurance industry preferred with Personal Lines.
• Valid Property and Casualty License (P&C) and provide copy for file.
• Ability to read policies and break down coverage.
• Comfortable with being on video camera while engaging with clients, attending company/department meetings, etc. as required.
• Strong understanding of the appropriate markets and their relative business model.
• Possess a sense of urgency and ownership when dealing with clients and prospects of Newtek.
• Ability to actively listen, give full attention to what other people are saying, taking the time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Attention to accuracy and detail in processing information.
• Ability to differentiate between agency bill clients and direct bill clients and the servicing needs of both.
• Ability to multi-task in a fast-paced environment and act with a sense of urgency.
• Ability to communicate clearly, effectively, and concisely, both orally and in writing.
• Excellent time management, planning and organization skills.
• Ability to work independently as well as in a team.
• Strong work ethic.
• Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, ).
• Strong data entry skills with accuracy and ability to navigate among multiple systems.
• Competent in Windows based computer applications (Microsoft Office; Excel, Word and Outlook) and internal systems such as NewTracker, Pipeline Manager, SmartChoice, Indio, ImageRight, etc.

Nice To Haves

• Prior position as an Associate Customer Service Representative a plus.
• Good knowledge of company products and solutions a plus.
• Embrace change with the willingness to continue learning and developing skills.
• Collaborate, cooperate and share knowledge with working relationships.
• Knowledge of how to use Agency Management System, experience with AMS360 a plus.

Responsibilities

• Manage the assigned book of renewal business and create new business to drive revenue growth and sales.
• Obtain underwriting information, prepare applications and specifications for renewal and new business submissions.
• Qualify and analyze client's coverage needs, loss exposure, recommend coverage.
• Enhance the client's experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies and procedures.
• Inform clients about policy inclusions, limitations, and changes.
• Secure all placement subjectivities by obtaining signed documentation and collecting payment, binding coverage with carriers.
• Quote renewal policies and account rounding opportunities, communicate coverage terms and conditions of quotes to client.
• Engage in daily virtual client interaction through impactful communication across phone, webinars, emails, PowerPoint, etc.
• Educate and consult prospects on coverages that are available and appropriate for their business.
• Review existing policies and endorsements, request changes to the renewal underwriter for processing.
• Prepare schedules of insurance, D. cards, binders, certificates of insurance, issue finance agreements.
• Return phone calls and respond to e-mails in a timely manner.
• Maintain contact with the client base throughout the year per frequency set by management.

Benefits

• Newtek offers competitive salary and a performance-based bonus program to reward your results.
• We provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match.
• On-going training on sales techniques, industry, and competitive landscape to support your career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level