Commercial Lines Account Manager in Remote, California at Bozzuto & Company Insurance Services Inc

Commercial Lines Account Manager (PST, MST, CST Time-Zones ONLY)

Market and service accounts in accordance with company objectives and procedures; complement account executive responsibilities for new business development and existing client perpetuation and maintain a book of accounts.

Essential Duties and Responsibilities (Other duties may be assigned):

• Market account renewals and negotiate with company underwriters; present customer with best program. Begin marketing 90 days prior to the renewal date.
• Utilize EPIC system for efficient and relevant workflow implemented.
• Process client service requests and submit information to the company, including insurance documents, proposals, and applications for new/renewal business.
• Review new business, renewals, cancellations, and endorsements; process and transmit to clients.
• Verify accuracy of premium transactions issued by companies, including commission differences.
• Prepare proposals; maintain complete copies of policies.
• Prepare invoicing in accordance with company standards.
• Review monthly renewals up to 120 days in advance of expiration.
• Participate in formal account reviews; assist in account rounding.
• Maintain knowledge of all lines of coverage.
• Follow agency procedures and insurance company regulations.
• Function as primary client service contact.
• Maintain accuracy of files and entries.
• Maintain awareness of market conditions, changes, and current legislation.
• Perform other specific duties and projects as assigned by management.

Measures of Performance

To perform the job successfully, an individual should demonstrate the following competencies:

1. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in individual or group problem solving situations.
2. Customer/Client Service - Manages difficult or emotional client situations; Responds promptly to client needs; Responds to requests for service and assistance; Meets commitments.
3. Interpersonal Skills - Focuses on solving conflict and communicating effectively.
4. Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and suggestions.
5. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listen’s and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
6. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
7. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
8. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
9. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
10. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with suggestions for an alternate plan; available to assist or back up the producer for account rounding.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High School diploma or GED.

Language & Writing Skills: Ability to read, comprehend, and prepare simple to complex instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.

Mathematical Skills: Ability to add and subtract multiple digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.

Computer Skills & Equipment: Microsoft Outlook, Excel, Word, Power Point, database, fax, copier, multi-line phone.

Certificates, Licenses, Registrations: California Property & Casualty Licensed.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is frequently required to sit, bend, stoop, reach, and carry. The employee is required to stand; walk and use hands. Specific vision abilities required by

this job include close and distance vision.