Senior Account Manager - Commercial Lines

Hy-Vee, Inc. • Chariton, IA

1d

About The Position

The P&C Sr. Commercial Account Manager is responsible for contributing to agency profitability and growth by supporting new, profitable business, and supporting existing client retention by providing best-in-class customer service. The position is responsible for providing service to our customers, prospects, producers, and other agency staff. The Account Manager may be assigned a book of Commercial Lines existing business to service with the expectation that the Account Manager assists in the growth of that book.

Requirements

• Enhanced knowledge of commercial property & casualty coverages and ability to apply that knowledge in the performance of job duties.
• Strong written and verbal communication skills, excellent organizational and time management skills, detail-oriented, and able to manage and prioritize multiple tasks at one time.
• Self-motivation, a strong work ethic and the ability to build personal relationships with clients will be essential in this position.
• Must be able to work independently with little daily supervision.
• Must maintain a high degree of confidentiality.
• Must always present themselves in a professional manner.
• Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.
• High school diploma or equivalent required.
• Active Iowa Property & Casualty license required, or the ability to acquire license within 3 months of hire.
• Minimum of 3 years of Property & Casualty insurance experience required.
• Minimum of 5 years of customer service, client management or similar work experience required.
• Must have experience analyzing and understanding coverages, forms, underwriting practices and policies.

Nice To Haves

• Bachelor’s degree in business or related field preferred, or four years of relevant work experience.

Responsibilities

• Serves as a commercial product knowledge expert for the agency.
• Strong understanding of commercial carrier’s products, services, and offerings.
• Willing and able to step in on behalf of the Account Executive when needed.
• Willing and able to prospect and write new commercial business.
• Train and develop other commercial staff.
• Prepares commercial applications for various carriers and create customer proposals.
• Provides customer account assistance to the Commercial Account Executive.
• Prepares and processes requests for policy changes, certificates, binders, and evidence of insurance.
• Efficiently manages follow up activity on receipt of audits.
• Handles telephone requests, email inquiries, incoming faxes for correspondence on prospective and existing accounts.
• Prepares Summaries of Insurance on new and renewal accounts.
• Effectively manages new business prospects and existing client workload.
• Prepares and processes claim reports to provide services for existing clients.
• Reviews all quotes for coverage comparisons.
• Prepares ID cards, certificates, binders, and/or obtains underwriter approval on manuscript endorsements.
• Provides coverage interpretation analysis for accounts.
• Assists in cross-selling and account rounding.
• Markets renewal accounts as needed due to customer or Account Executive request.
• Creates and maintains positive and professional relationships with customers.
• Computes and prepares premium finance contracts as needed.
• Demonstrates a positive attitude and build customer focused relationships with staff.
• Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.
• Reports to work when scheduled and on time.
• Proactively work with customers to refer opportunities to MH Banking and Investments.
• Learn and proficiently use various carrier websites for quoting.
• Develops and maintains positive relationships with insurance carriers.
• Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.
• Attends scheduled agency and carrier meetings.
• Maintains current agent license, certifications, and CE requirements for each renewal period.

Benefits

• When you become an employee of Midwest Heritage, you enjoy the friendliness and direct customer care of a community bank while also enjoying the many benefits of a larger organization, Hy-Vee.
• Hy-Vee is one of the largest employee-owned companies in the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees