Middle Market Account Manager

Middle Market Account Manager

We have an exciting new opportunity for a Middle Market Account Manager in our Commercial Lines Department at Tedford Insurance.

General

Summary:

Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.

Primary Responsibilities:

• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, resulting in a rate of account retention that meets or exceeds expectations.
• Develop account marketing strategies.
• Prepare proposals and summaries of insurance as needed.
• Respond to client requests for information, documents, and general insurance related inquiries.
• Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.
• Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.
• Prepares reports for management as required or requested.
• Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

Knowledge, Skills & Abilities:

• Exceptional verbal and written communication skills.
• Quality Management - demonstrates attention to details.
• Outgoing, goal driven, and detail orientated.
• Advanced organizational leadership skills required.
• Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
• Proficient with Microsoft Office Suite, AMS and/or related software.
• Proficient in typing and data entry.
• Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
• Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.

Education, Licenses and

Experience:

• High School diploma or equivalent required.
• Must have a valid Oklahoma Property & Casualty Insurance license.
• Industry designations such as CIC and CISR are preferred.
• Must have a minimum 2 years of Commercial Lines Account Management experience.
• Valid Drivers License.

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Employee assistance program
• Flexible spending account
• Health savings account
• Life insurance
• Paid time off