Commercial Account Manager - Greenville SC

Commercial Service Accounts Manager

Countybank is seeking a self-motivated, detail-oriented individual to serve as a Commercial Service Accounts Manager. The Commercial Service Accounts Manager performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Confidentiality and a commitment to embracing our corporate culture while serving clients, communities, and fellow associates are essential to the success of this position.

What You Can Expect

Work as an efficient team with agency Producer to assemble, market and place coverage for new clients.

Assists clients with making coverage; uses each contact with the client as an opportunity to review the whole account, round it and market.

Provides technical support to producers to benefit clients and to reach producer and agency's strategic business goals.

Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.

Attends to clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist Retention :

Prepares summaries of insurance, schedules, and proposals as needed for account review.

Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers. This includes 120-day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal.

Renews policies following agency standards; verifies each renewal's accuracy; ensures that all renewals are processed.

Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

Maintains and updates files in agency management system.

Verifies policy and change information, facilitating corrections when necessary.

Processes incoming email and mail requests, responding promptly and appropriately.

Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.

Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards.

Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution. Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers.

Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed.

Other Duties as may be assigned by supervisor.

Education and Skills Desired

Associate bachelor's degree required. 5 years of experience; or any equivalent combination of education, training or experience which provides the required knowledge, skills, and abilities. Understanding of personal insurance underwriting, coverage & rate analysis Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters. Ability to utilize computer programs and understand functionality. Strong computer skills are required. Proficient in Microsoft Office programs. Ability to maintain a high level of discretion and confidentiality and a professional demeanor in all situations. Self-motivated possessing a high level of initiative. Excellent organizational skills and attention to detail. Must have a thorough knowledge of departmental operations, policies, and procedures. Strong analytical and problem-solving skills. Excellent verbal and written communication skills, including effective listening and public relations skills.

This is a full-time position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction. Compensation commensurate with experience, education, and level of expertise.

About Countybank

Our Mission : To Serve Our Clients, Our Communities, and Our Associates Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank. While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, and Anderson communities.

How We Give Back The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments. In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations.