Account Manager Commercial Risk Insurance Real Estate

Profile

Description

Account Managers create long-term, trusting relationships with our clients and carriers. They answer client inquiries and identify new business opportunities among existing clients. Their primary role is to pro-actively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executive and all cross-functional internal teams to improve the entire customer experience. They do all this while representing our agency in a manner consistent with our Core Values.

Full Time

Exempt Position

Less than 5% Travel

Requirements

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.

• Create binders, certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.

• Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.

• Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.

• Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.

• Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.

• Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.

• Have an understanding of loss information and histories on assigned accounts.

• Understand and provide training to clients for Kapnick Connect.

• Maintain monthly expiration lists and coordination of Auto ID mailings.

• Process and issue bonds and flood coverage/policies.

• Process cancellations, using agency procedures.

• Work as a team with others on assigned accounts.

• Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.

• Log in any unprocessed mail.

• Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.

• Set up and process new business clients with guidance from the Account Executive.

• Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.

• Assist team members, contacting the client and carrier for information as requested.

• Inform others of carrier programs or changes in coverage or procedures.

• Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies.

• Regular attendance is an essential function of the job.

• Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.

• Act as back-up for other Account Managers when needed.

• Perform other duties as assigned by management.

POSITION QUALIFICATIONS

Competency Statement(s)

• Accuracy - Ability to perform work accurately and thoroughly.

• Communication - Ability to communicate effectively with others using the spoken and written word.

• Confidentiality - Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.

• Customer Oriented - Ability to take care of the customers’ needs while following company procedures.

• Detail Oriented - Ability to pay attention to the minute details of a project or task.

• Empathetic - Ability to appreciate and be sensitive to the feelings of others.

• Flexibility and Stress - Ability to be flexible and handle high stress situations in a professional manner.

• Interpersonal - Ability to get along well with a variety of personalities and individuals.

• Motivation - Ability to inspire oneself and others to reach a goal and/or perform to the best of their ability.

• Organized - Possessing the trait of being organized or following a systematic method of performing a task.

• Professionalism - Represent Kapnick professionally both internally and externally at all times.

• Relationship Building - Ability to effectively build relationships with customers and co-workers.

• Reliability - The trait of being dependable and trustworthy.

• Teamwork - Ability to be part of a team and work cohesively to achieve goals.

• Time Management - Ability to utilize the available time to organize and complete work within given deadlines.

• Working Under Pressure - Ability to complete assigned tasks under stressful situations.

SKILLS & ABILITIES

Education: High School Graduate or General Education Degree (GED): Required

Experience: 1 plus years of experience in Customer Service

Prior Commercial Insurance experience preferred.

Computer Skills: Proficient in Microsoft Office Suite (Teams, Word,Excel,Outlook and PowerPoint)

Must be willing to utilize technology

Certifications &

Licenses: Property & Casualty License preferred, but not required

Other Requirements: Strong math skills.

PHYSICAL DEMANDS

N (Not Applicable) Activity is not applicable to this position.

O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5 hrs/day)

F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5 hrs/day)

C (Constantly) Position requires this activity more than 66% of the time (5.5 hrs/day)

Physical Demands Lift/Carry 10 lbs or less O

Stand O

Walk O

Sit F

Speak F

Other Physical Requirements

• Working on multiple monitors for up to or more than 6 hours a day

• Must be able to travel to other offices if requested when necessary

WORK ENVIRONMENT

This is an office environment in a controlled atmosphere building.

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Company info

Kapnick Insurance Group
Website : http://www.kapnick.com