Careers
JOB DESCRIPTION
SERVICING ACCOUNT MANAGER 1
Role:
Actively participate in team consisting of Sales/Account Executives, Processing and Servicing Account Managers in coordinating and providing IMA services to our commercial clients of moderate to least complexity.
| Major Duties and Responsibilities (E) Essential or (N) Nonessential |
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| 40% | In conjunction with PAM, responsible for account servicing needs during the policy year including binders, certificates, auto ID cards, filings, endorsements etc. Accountable for maintaining account files including Sagitta data base, core files and transactional files. Responsible for resolving coverage and premium discrepancy issues. | E | |
| 30% | Coordinates the preparation of renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters and participate in strategy meetings and client account review meetings. | E | |
| 20% | Responsible for preparing the proposal of final coverages for the client and for negotiating coverage and premium issues with the company on renewal business as needed. | E | |
| 10% | Actively support the team by participating in the completion of all duties required to complete a project and service an account. | E | |
| Expectations: | |||
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| Knowledge and Skills: | |||
| Experience: | Six months to two years of similar or related experience. | ||
| Education: |
Equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school. |
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| Interpersonal Skills: | Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. | ||
| Other Skills: | Prefer college graduate. Strong written and oral communications skills. Ability to interpret insurance documents. Math skill required involves familiarity with ratios, percentages, discounts and commissions. Requires strong common sense, ability to handle standard situations and handle and prioritize multiple tasks. Property and casualty license required for state of business. Must fulfill continuing education requirements to retain license. Strong computer proficiency. Willingness to complete additional duties and take on additional responsibility as the need arises.
Operational Latitude (Reasoning/Decision Making): Specific standards and operating procedures provide some options and latitude for independent decision and action. Decisions are usually limited to choosing between two or three options. There is minimal room for discretion. Mental Process: Problems encountered are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options. |
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This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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