Job Description

This position is an Account Manager, who also supervises and leads a team of other Account Managers.

Primary Duties:

Supervisor:

• Screen and interview candidates for the Account Manager position.
• Develop team member training plans.
• Train, or delegate and oversee the training of their team.
• Supervise training progress and audit work of their team.
• Identify education or training for professional development for their team.
• Identify and/or review team staffing needs and requests.
• Monitor the workloads of their team and assign or reassign as needed.
• Coach and mentor their team.
• Trouble shoot performance issues.
• Perform compensation and performance appraisals in accordance with Bell program.

Account Manager:

• Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation.
• Review new business, renewals and endorsements to insure items are accurate as ordered.
• Respond to client inquiries, advisor and carrier requests on a timely and professional basis.
• Rate new business, or submit to company to rate. Make marketing and coverage recommendations to advisors. Enter and update prospect data and marketing activities in Epic.
• Prepare proposals and recommendations that ensure our clients and prospects understanding of coverages and reflect professional image of the agency.
• Maintain expiration lists and gather renewal information from clients, and order renewals and changes as needed following agency workflows. Prepare coverage checklists.
• Handle remarket process including preparation of documents, follow-up and proposal.
• Follow-up on outstanding items and manage open activities on a timely basis with documentation in Epic.
• Identify cross-selling and upsell opportunities. Refer cross-sell opportunities to producers and handle upsell opportunities with client.
• Report new claims and monitor open claims, providing follow-up and service in accordance with agency procedures.
• Maintain up-to-date knowledge of underwriting requirements and binding authority for carriers.
• Maintain up-to-date insurance coverage and policy provision knowledge.
• Maintain expertise in agency computer systems and third-party resources and computer programs.
• Maintain positive, productive relationships with carriers, producers and fellow employees.
• Assist in general office duties as requested and needed.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• Property and Casualty insurance experience highly desired.
• Appropriate state insurance license.
• Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills.
• Clear and concise oral, written and interpersonal communication skills.
• Customer service focus presenting a positive, professional image.
• Ability to handle multiple tasks, set priorities and remain poised under pressure.
• Thorough knowledge of Epic and agency workflows.
• Ability to handle multiple tasks and set priorities.
• Attention to detail and accuracy.