PJ
Commercial Lines Client Service Representative / Account Manager
Pepper, Johnstone & Company
🇺🇸 United States
On-site
Manager or above
122 months ago
- Microsoft Windows
- Excel
- Outlook
- MS Office
- Epic
- Insurance License
- CPCU
- AI
- Microsoft Word
- PowerPoint
- Pension
122 months ago
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- Job Duration: Fulltime
- Compensation: Salary plus bonus/commission. Salary commensurate with experience.
- Relocation Assistance: Not available
- Insurance Discipline: Property & Casualty – Commercial/Personal/Life & Health
The Commercial Lines Client Service Representative/Account Manager will perform the essential duties of assisting producers in servicing a book of business, including new and renewal marketing and placement. The ability to cultivate new business with both existing and new accounts is also a critical function of this position. The individual who fills this position is the link between the company, clients/prospects and the multiple insurance carriers represented by the company. Qualified candidates will have skills in the following key functional areas: Sales(account development and cross-selling);Client-Service(effective questioning, relationship management, problem resolution and client retentions);Business(prioritization, time management and critical thinking),and soundCommercial Insurance/Personal Insurance/Life Insurance coverage knowledge(general liability, commercial property, commercial auto, workers compensation, E&O, auto, home, umbrella, life, disability, LTC, etc.). Additionally, a consistently friendly, professional, client service and sales oriented personality along with a positive “can-do” cooperative demeanor are paramount.
Standards of Performance:
- Actively supports and incorporates company mission and core values into daily activities.
- Achieve sales, account development and client retention targets as set out in annual and semi-annual company plans.
- Consistently demonstrates professionalism and exceptional customer service skills both internally and externally.
- Maintains a positive and respectful demeanor.
- Works as a team member to achieve department goals and overall company objectives.
- Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the company.
- Reports to work on time prepared to perform duties of position at a consistently high level.
- Demonstrates a willingness to do whatever is required for betterment of the organization.
- Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System.
- Collect complete underwriting information from walk-in/telephone/on-line prospects.
- Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.)
- Prepare and distribute new business and renewal policies to clients.
- Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross-selling/account rounding).
- Intelligently discuss coverage inquiries/concerns/gaps with clients and prospective clients.
- Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects.
- Conduct claims reporting and follow-up with clients and insurance carriers throughout the claims lifecycle with a sense of urgency.
- Build and maintain rapport with brokers, clients and insurance carrier personnel.
- Collect, process, and record new business deposit premiums.
- Work on special projects that may be assigned by management as necessary.
- Microsoft Windows Operating System – must be proficient in MS Word, Excel, Power Point, Outlook, and other MS Office applications.
- Inter-office network; Internet access; e-mail – internally, with carriers, and with prospects/clients/others.
- Agency Management System (Applied Epic) and related programs.
- MVR, insurance score, Clue report software/website.
- Telephone, fax, copier, printer, document scanner and binding machine.
- High school diploma(required); B.A./B.S. degree preferred.
- Minimum of 5 years CSR/Account Management experience in insurance industry (required); experience in independent P&C insurance brokerage preferred.
- Must have an active P&C insurance license(required).
- An active Life, Health & Annuities insurance license(preferred).
- Candidates with CISR, CIC, CPCU, AAI, AIS or similar designations are preferred.
- Knowledge of insurance industry and specific working knowledge of commercial lines (required).
- Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success.
- Ability to prioritize multiple tasks in a fast-paced sales environment is crucial.
- Must be detail oriented, thorough, organized and efficient in executing tasks.
- Excellent communicative skills, both orally and in writing are essential.
- Takes the initiative to solve internal and external client problems.
- Must possess a positive, motivated attitude; results driven personality.
- Anticipates and prioritizes responsibilities to meet critical deadlines.
- Adapts quickly to change in systems, policies and procedures.
- Continues to find ways to improve and streamline business processes and workflows.
- Collects marketing data via phone calls/walk-ins/on-line inquiries to assess impact of marketing campaigns.
- Strong Microsoft Word, Excel and PowerPoint skills.
- Consistently looks for new challenges and opportunities to add value to both clients and organization.
Commercial Lines Client Service Representative / Account Manager · Pepper, Johnstone & Company