INSURICA Hiring For Personal Lines Account Manager at Oklahoma City, OK, United States Full Time

Job Description

We have a business with purpose and are looking for passionate, innovative people like you to join our team! INSURICA has built a rewarding environment for Colleagues and continues to uphold our solid customer pledge by “Specializing in You”.
INSURICA has over 600 employees across 3 time zones, 6 states, and 30+ locations nationwide. We are among the 50 largest insurance brokers in the US and are currently the 23rd largest privately held independent agency in the country.
We take pride in our welcoming and diverse culture, internal growth opportunity, and robust compensation and benefit package. INSURICA provides our Colleagues with cutting edge resources, tools, and support so that we can be the best at what we do.
SUMMARY:
Perform essential sales and service functions for the department. Specific service responsibilities include fulfilling the client’s requests and assisting producers as necessary. Marketing activity is required in this position to meet sales, service, and quality standards adopted by the Agency.
ESSENTIAL FUNCTIONS:

• Respond to phone calls and office visitors requesting changes to existing coverage and/or new policies
• Determine acceptability and placement, complete applications or endorsement request and collect premium when applicable
• Educate clients by explaining coverage and exclusions, as necessary
• Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and phone
• Throughout policy year continue to solicit increases in coverage or round out accounts through sales to clients at every service contact
• Process renewals and remarket as outlined by the Agency
• Review renewals to determine if non-standard policies can be rewritten in a standard program
• Prepare rewrite applications for business from companies no longer represented
• Secure and submit required renewal underwriting information, such as credit, Clue, MVRs.
• Rate and quote new and existing coverages through rating system or websites
• Maintain customer’s account on agency automation system, documenting conversations in activity log, sending confirmations to insured and adhering to all other automation procedures. Invoice premium transactions as they occur
• Maintain own follow-up and suspense file on outstanding orders and correspondence
• Follow-up on all overdue and suspense items
• Maintain expiration control log
• Maintain underwriting files in an orderly and up-to-date manner
• Receive and review all cancellations to determine necessary action
• Service customers through claim counseling and reporting to Carrier, following up for completion and payment, and closing claim in the Agency Management System
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Refer current and prospective clients to Employee Benefits and Commercial Departments for solicitation of those lines of business
• Keep producers informed on important activities on their accounts
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development
• Meet with Company representative to update underwriting guidelines, appetites, etc.

ADDITIONAL RESPONSIBILITIES:

• Adherence to company policies and procedures
• Ability to perform job responsibilities through acceptable attendance

KNOWLEDGE, SKILLS AND ABILITIES:

• Self-starter, organized and display good communication skills, both verbal and written.
• Team player and willing to find accommodating solutions for our customers, companies, and Agency
• Knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
• Full knowledge of insurance markets
• Ability to understand written and oral communications and interpret abstract information.
• Strong computer skills and be able to effectively utilize the Agency Management systems, including internet websites

QUALIFICATIONS:

• Property and Casualty license
• 2 or more years of experience as a Personal Insurance Assistant Account Manager or Account Manager
• CPCU or CIC designation or Bachelor’s degree preferred but not required

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced multiple tasking, high disruption and ever-changing environment
• Ability to perform 80% sedentary work exerting up to 10 pounds of force occasionally and negligible force frequently
• All requirements may be modified to reasonably accommodate physically or mentally challenged employees

MENTAL, PHYSICAL, AND ENVIRONMENTAL DEMANDS:

• May require prolonged sitting
• Requires operation of a computer workstation, including keyboard and video display terminal
• Requires verbal and written communication
• Mental or emotional fatigue can be caused by travel requirements, continuous repetition, concentrated attention for prolonged periods of time, or lack of control over work pace or priorities
• Other demands may include: reading, watching, studying, observing; inspecting, proof reading, manual manipulation; operating office equipment, monitoring computer terminals, technical trouble shooting

JOB PERFORMANCE STANDARDS:
This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions of the risk management department. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.