Account Manager; P&C

Location

Any Indiana office - Hybrid 1 day a week

• Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
• Assists clients with policy coverages and related questions; reviews the policy coverages for potential gaps and other needs of the policyholder
• Works with Producers to assist clients with the service needs mentioned above
• Renews and retains assigned accounts; conducts renewal process working with Producers, if applicable, to provide the best possible options for our client and provide client with additional coverage options
• Maintains client files in appropriate systems and provides standard office/administrative support
• Maintains carrier relationships and follows any changes with our contracted carriers, keeping up with industry trends
• Other duties as assigned

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
• Processes all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients’ policies in a timely and accurate manner
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs; assists clients in making coverage changes
• Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties as assigned

• Works with Placement Department and Producers to properly transition new business written
• For renewal marketing:
  Submits applications with proper supporting documentation and follows up to ensure timely receipt of quotes and policies
• Enters policy information into carrier websites for quote options, if needed
• Aggressively and professionally negotiates premiums and commissions with underwriters and wholesalers
• Present quote options to the client and/or Producer, if applicable
• Binds and issues policies in carrier websites or orders policies from underwriters
• Other duties may be assigned

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of all responsibilities
• Maintains cordial and effective relations with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts
• Maintains up-to-date client records, workflow tasks/activities, manuals or other required documentation
• Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stays informed regarding industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Works effectively to resolve problems or enhance service in a timely manner
• Has ability to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Ensures expert knowledge is maintained
• Other duties may be assigned

• Full knowledge of Property/Casualty lines of coverage and services
• Recognizes problems and responds appropriately
• Is able to analyze situations logically in order to draw solid conclusions
• Demonstrates experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Has advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
• Has strong attention to detail and time management abilities
• Has strong ability to multi‑task and assign priority
• Can work effectively and efficiently both with and without direct supervision
• Can work effectively and efficiently in a team environment as well as independently
• Has strong interpersonal communication skills, both written and oral

• High school diploma or GED equivalent required;…