What are the responsibilities and job description for the Personal Lines Account Manager II position at NFP Corp?
SUMMARY:
Provide clients with expertise in the field of Personal Lines Insurance through a quality of service that maintains a long-term relationship both internally and externally. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, as a relevant internal liaison, to optimize quality of service, business growth, and customer satisfaction. Support Personal Lines Department.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.
• Disseminate appropriate needs of client as it relates to Personal Lines Insurance
• Market to carriers to appropriate coverage
• Facilitate requests and needs of Carriers on behalf of clients
• Use independent judgment and discretion placing values and coverage's and makes appropriate recommendations to clients with matters of insurance
• Take complete applications, including follow-up for documents required for processing in accordance with agency and carrier policies and procedures
• Set the customers' expectations and educate them on the entire insurance process
• Follow through on transactions to ensure policies are properly issued
• Meet goals and objectives as agreed, comprehensive reviewed, and subject to modification
• Complete special projects as assigned by management
• Retain and grow assigned book of business, utilizing resources provided on a monthly basis to track and manage your profitability goals
• Support and assist agency producers and account executives
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
• Excellent written and verbal communication skills
• Self confident to Make sound independent decisions
• Ability to successfully interact with a variety of people
• Above average knowledge working in Microsoft Office
• Ability to work in and create Excel spreadsheets
• Insurance software required, AMS360 and Applied (EPIC) systems desired
• Must be able to read, analyze and reconcile financial reports.
• Possess good analytical and problem solving skills
• Attention to detail
• May be required to work overtime as necessary
EDUCATION AND/OR EXPERIENCE:
• High School graduate or general education degree (GED) required, college preferred
• Must have P&C License or working to obtain
• Minimum of 3-5 years of insurance experience
• Previous P&C insurance office experience desired
CERTIFICATES, LICENSES, REGISTRATION:
• Must have P&C Insurance License
• Professional insurance designation preferred (CIC, CISR, CPCU, etc.) or working toward obtaining a designation