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Commercial Lines Client Service Representative / Account Manager
Commercial Lines Client Service Representative / Account ManagerPepper, Johnstone & Company • Athens, AL, US
Commercial Lines Client Service Representative / Account Manager

Commercial Lines Client Service Representative / Account Manager

Pepper, Johnstone & Company • Athens, AL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development

Position Details :

  • Job Duration : Fulltime
  • Compensation : Salary plus bonus / commission. Salary commensurate with experience.
  • Relocation Assistance : Not available
  • Insurance Discipline : Property & Casualty Commercial / Personal / Life & Health

    • Overall Purpose :

    The Commercial Lines Client Service Representative / Account Manager will perform the essential duties of assisting producers in servicing a book of business, including new and renewal marketing and placement. The ability to cultivate new business with both existing and new accounts is also a critical function of this position. The individual who fills this position is the link between the company, clients / prospects and the multiple insurance carriers represented by the company. Qualified candidates will have skills in the following key functional areas : Sales (account development and cross-selling) ; Client-Service (effective questioning, relationship management, problem resolution and client retentions); Business (prioritization, time management and critical thinking), and sound Commercial Insurance / Personal Insurance / Life Insurance coverage knowledge (general liability, commercial property, commercial auto, workers compensation, E&O, auto, home, umbrella, life, disability, LTC, etc.). Additionally, a consistently friendly, professional, client service and sales oriented personality along with a positive can-do cooperative demeanor are paramount.

    Standards of Performance :

  • Actively supports and incorporates company mission and core values into daily activities.
  • Achieve sales, account development and client retention targets as set out in annual and semi-annual company plans.
  • Consistently demonstrates professionalism and exceptional customer service skills both internally and externally.
  • Maintains a positive and respectful demeanor.
  • Works as a team member to achieve department goals and overall company objectives.
  • Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the company.
  • Reports to work on time prepared to perform duties of position at a consistently high level.
  • Demonstrates a willingness to do whatever is required for betterment of the organization.

    • Essential Duties :

  • Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System.
  • Collect complete underwriting information from walk-in / telephone / on-line prospects.
  • Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.)
  • Prepare and distribute new business and renewal policies to clients.
  • Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross-selling / account rounding).
  • Intelligently discuss coverage inquiries / concerns / gaps with clients and prospective clients.
  • Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects.
  • Conduct claims reporting and follow-up with clients and insurance carriers throughout the claims lifecycle with a sense of urgency.
  • Build and maintain rapport with brokers, clients and insurance carrier personnel.
  • Collect, process, and record new business deposit premiums.
  • Work on special projects that may be assigned by management as necessary.

    • Office Equipment / Software Used :

  • Microsoft Windows Operating System must be proficient in MS Word, Excel, Power Point, Outlook, and other MS Office applications.
  • Inter-office network; Internet access; e-mail internally, with carriers, and with prospects / clients / others.
  • Agency Management System (Applied Epic) and related programs.
  • MVR, insurance score, Clue report software / website.
  • Telephone, fax, copier, printer, document scanner and binding machine.

    • Qualifications :

  • High school diploma (required) ; B.A. / B.S. degree preferred.
  • Minimum of 5 years CSR / Account Management experience in insurance industry (required); experience in independent P&C insurance brokerage preferred.
  • Must have an active P&C insurance license (required).
  • An active Life, Health & Annuities insurance license (preferred).
  • Candidates with CISR, CIC, CPCU, AAI, AIS or similar designations are preferred.
  • Knowledge of insurance industry and specific working knowledge of commercial lines (required).
  • Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success.
  • Ability to prioritize multiple tasks in a fast-paced sales environment is crucial.
  • Must be detail oriented, thorough, organized and efficient in executing tasks.
  • Excellent communicative skills, both orally and in writing are essential.
  • Takes the initiative to solve internal and external client problems.
  • Must possess a positive, motivated attitude; results driven personality.
  • Anticipates and prioritizes responsibilities to meet critical deadlines.
  • Adapts quickly to change in systems, policies and procedures.
  • Continues to find ways to improve and streamline business processes and workflows.
  • Collects marketing data via phone calls / walk-ins / on-line inquiries to assess impact of marketing campaigns.
  • Strong Microsoft Word, Excel and PowerPoint skills.
  • Consistently looks for new challenges and opportunities to add value to both clients and organization.
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    Commercial Lines Account Representative • Athens, AL, US

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