Commercial Lines Account Manager (59888

Commercial Lines Account Manager

First State Insurance Agency is a subsidiary of First State Bancshares. This means we have a whole family of support and a large backing. We are a growing insurance and financial services organization serving most states across the nation. Our home office is in Farmington, MO with numerous locations throughout Missouri.

We are looking for a Commercial Lines Account Manager focused on building relationships through amazing service and communication skills. Must have a passion for helping customers become educated when making insurance-buying decisions. The key to this position is a strong working relationship with the producers.

The Account Manager will work with the Commercial Sales team and directly with customers in the following functions:

Professionalism

• Observe and comply with all Agency policies and procedures
• Confer with customers by telephone, email or in-person to provide information about products and services, to issue new/renewal or cancel accounts, or to obtain & report details of claims or services needed

Accountability

• Read and verify policies for accuracy
• Keep records of customer interactions and transactions, details of inquiries, complaints, and comments, as well as actions taken utilizing agency management system
• Responsible for becoming familiar with each insurance carriers product lines, underwriting process & websites

Initiative

• Deliver and prepare Summary of Insurance for producer accounts and house accounts on a timely basis
• Prepare new business and renewal submissions to be forwarded to insurance carriers for quoting
• Compare quotes & coverage options, prepare a marketing spreadsheet with the best options for the customer
• Prepare new lines of business for existing clients and renewal proposals when needed

Adaptability

• Analyze coverage options and make recommendations of additional coverage options that may benefit the client
• Bind coverage, collect deposits or down payments, and/or arrange for billing
• Servicing clients will include issuing certificates of insurance, policy change requests, review/check endorsements, and audits for accuracy

What You Can Expect

• Competitive pay and benefits package - with variable compensation program based on team performance
• 401(k) with generous employer match benefit
• Helpful, qualified, and available leadership
• A caring, stable work environment

Qualifications

• Strong computer skills showing proficiency in Microsoft Office, Word, Excel, and AMS
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• Minimum 2 to 5 years in Insurance Account Management
• Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.
• Missouri Property & Casualty Insurance License
• Excellent written and verbal communication and customer service skills
• Should be open-minded, a fast learner, enthusiastic, and adaptable