We are seeking an Insurance Commercial Lines Account Manager to join our Monroe, LA insurance team!
*5-10 years experience with multi-line insurance products as well as two years management experience required. Property and Casualty insurance license will be required to be obtained within 6 months of hire.
Summary: The Commercial Lines Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients and maintaining a partnership with the producer to support business development activities while upholding high service standards.
Duties and Responsibilities include the following.
- Fosters strong client relationships and develops channels to improve/maintain satisfactory associations.
- Independently manages accounts on a day-to-day basis, which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel.
- Work closely with production team to understand a client and/or prospect’s needs, submits coverage specifications and obtains quotes from potential carriers for new and renewal business.
- Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
- Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
- Orders and issues binders, certificates, policies, endorsements, and other related items.
- Verifies their accuracy; forwards them to client with appropriate correspondence.
- Occasionally accompanies producer on prospect or client meetings.
- Other duties may be assigned to meet business needs.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); five to ten years’ experience with multi-line insurance products as well as two years management experience required.
Computer Skills
To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines.
Certificates, Licenses, Registrations
Property and Casualty insurance license will be required to be obtained within 6 months of hire.
Other Skills and Abilities
Knowledge of commercial coverages and forms.
Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bancorp.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Please visit our Origin Bank careers page to review the job description in its entirety.
Origin Bank is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related dis, ability, religion, national origin, genetic information, or any other basis protected by law.