Account Manager
1 month ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Braishfield Associates, a division of Hull & Company, LLC is seeking a Personal Lines Account Manager to join our team in Orlando, FL. The primary responsibility of this role is to service customer accounts. This can be a hybrid position after training.
Summary:
Reporting to the department leader, individual whose primary responsibility is to service customer accounts.
Essential Duties and Functions: include the following. Other duties may be assigned.
- Set up New and Renewal client records
- Bind New and Renewal policies
- Issue policies as necessary
- Follow up for missing file documentation (loss runs, applications, etc.)
- Review applications
- Issue, Invoice and Process endorsement, cancellations, reinstatements and non-renewals
- Order loss control reports, follow up for compliance of recs
- Compliance with Quality Control guidelines.
- Other activities, duties and projects as assigned
Competencies:
- Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
- Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
- Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
- Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
- Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
- Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
- Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
- Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and in a timely manner. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required
- High School or equivalent education
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- 2-20 License within 90 days of employment
Preferred
- Associate's Degree
- Experience with excess and surplus lines underwriting agency or company a plus.
Physical Requirements Necessary on a Regular Basis:
- Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
- Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
- Vision sufficient for use of a computer monitor.
- Ability to sit at a desk 7-8 hours per day.
This job description is not meant to be an all inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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