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Select Commercial Lines Sr. Account Manager

Location:

PA - Blue Bell

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General Description:  Responsible for independently and proactively managing client accounts.   Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding SCL Manager and other Account Managers, if applicable.  Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

  • Maintain 92% retention of Client Accounts
  • Effectively assist the SCL Manager in developing and maintaining profitable business relationships with insurance carriers
  • Responsible for the day to day account management of the larger Select accounts
  • Participates in Select team meetings, coordinating the topics and/or presenting them to the team
  • Work with the SCL Manager of a variety of employee relations issues providing responses to insurance questions to achieve growth/renewal/new business objectives
  • and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Occasional outside service visits to clients may be required
  • timely, and professional manner
  • Identify policies requiring renewal attention; contact client for updated information
  • Prepare applications/submissions to insurance companies for new and renewal business.
  • Maintain a high degree of accuracy in agency management system and document management system.
  • Occasional outside service visits, to the client, may be required.
  • Maintain renewal expirations, avoid any lapse in coverage.
  • Make insurance program recommendations.
  • Adhere to Commercial Lines Best Practices – including written confirmation of new and renewal binding, evidence of coverage, changes to coverages and other related items.
  • Prepare proposals and summaries of insurance, as needed.
  • Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments; request cancellations in accordance with company standards.
  • Adhere to Imageright workflows.
  • Other projects or duties, as needed.

Knowledge, Skills and Abilities:

  • College degree preferred.
  • Proven ability to work in a fast paced environment with minimal instruction and high degree of accuracy and team work.
  • Must be detail oriented, organized, and able to perform at an intermediate math level
  • Strong written, oral, and interpersonal communication skills.
  • Ability to analyze problems and make decisions based on regulations and procedures in place
  • Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft Office products.
  • Must hold state Property & Casualty insurance license.
  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
 

Physical Demands

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing and bending.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.


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Job ID:

23340

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