Commercial Account Manager
Benefit Opportunities
- 401k with corporate matching
- Employer paid life insurance
- Employer supported Disability and Health Insurance
Responsibilities
Job Summary: The Commercial Lines Account Manager performs the essential functions of the position, which include aiding Sales Executives and Account Executives and 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.
Primary Responsibilities:
- Manage/ Generate all certificates of insurance
- Service client accounts and help with office retention
- Help clients understand and determine their individual commercial line service needs
- Ensure maximum client retention and generation through relationship building
- Oversee and manage client business, including policy changes, applications, and claims
- Processes incoming mail and phone requests, responding promptly and appropriately
- Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations
- Schedules appointments with clients as requested by Sales Executive/Account Executive(s).
- Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive
- Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies ·
- Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. ·
- Determines if direct or agency billing is appropriate and invoices accordingly ·
- Prepares summaries of insurance, schedules, and proposals for word processing as needed. ·
- Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures ·
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. ·
- Verifies policy and policy change information, facilitating corrections when necessary. ·
- Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards. ·
- Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s).
- Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible
- Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
- Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s)
Personal and Organizational Development:
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. ·
- Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors, and other business contacts
- Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
- Must keep good notes on clients, files up to date, and all communication documented
Qualifications
- College education with a minimum of 3 years commercial insurance experience or a minimum of 5 years commercial insurance experience
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Ability to understand written and oral communication and interpret abstract information.
- Property, Casualty Agents License.
- Knowledge of insurance products and usages.
- Knowledge of insurance markets and reference to markets.
- Knowledge of insurance rating and underwriting procedures
- Ability to carry out complex tasks with many concrete and abstract variables.
- Ability to process written and other materials visually.
- Client focused sense of urgency and fast learner
- Strong customer service skills
- Solid written and interpersonal skills including active listening
- Strong organizational skills with the ability to effectively multi-task and prioritize client’s needs
- Proficient in Word, Excel and Outlook
Working Conditions
- High pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
- This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
Personal Lines Customer Service Representative
Benefit Opportunities
- 401k with corporate matching
- Employer paid life insurance
- Employer supported Disability and Health Insurance
Responsibilities
Job Summary:
The customer service representative performs the essential functions of the position, which include aiding Sales Executives and clients with service needs and making changes to existing accounts. Specific service 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
- Immediately greet all customers, entering the office, in a friendly and helpful manner
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty
- Provide exceptional customer service.
- Follow up with customers to assure satisfaction and respond to queries
- Solicit further sales and solve or refer problems.
- Presents and explains insurance policy options based upon prospective client needs and their personal goals.
Qualifications
- Licensed in Property & Casualty Insurance
- Previous work experience in customer service
- Solid written and interpersonal skills including active listening
- Strong customer service skills
- Strong organizational skills with the ability to effectively multi-task and prioritize client’s needs
- Proficient in Word, Excel and Outlook
- Team player with colleagues and clients
Staples & Associates Marketing Internship
If you are looking for an opportunity to develop your professional marketing skills through real world experience with a supportive team behind you every step of the way, look no further. Staples & Associates believes in the power of its people and their commitment to work hard as a team to deliver a superior customer experience to all clients. You don’t have to be an insurance expert to do the job but you do have to want to learn about the industry so you can be a part of growing the business in a competitive market.
Marketing Internship Responsibilities include the following:
- Social Media Posting & Engagement
- Website Updates
- Responding to Google Reviews
- Brainstorm and research ideas for original content
- Content Writing
- Customer Relations
- Work with agents on individual marketing needs
- Be a TEAM PLAYER!
Technical Requirements:
- Microsoft Word
- Microsoft Excel
- Google My Business
- Google Analytics
- Word Press
Pay: To be disclosed after interview
Schedule:
- 2-3 days a week in office
- Timeline for Internship – Full Semester
Interested? Please fill out the online application and attach your resume.
Thank you for your submission.