Account Manager II

Holman Insurance SpecialistHolman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving Whats Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.Job PurposeProvide technical support to internal and external clients as it relates to placing and servicing of commercial insurance coverage for the middle market clients inclusive of:Liaison to optimize quality of service, business growth, and customer satisfaction.Disseminate appropriate needs of client as it relates to commercial lines insuranceAssist in marketing carriers for appropriate coverageFacilitate requests and needs of carriers on behalf of clientsManage clients claims inclusive reporting, advocacy and analyticsCoverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, Workers Compensation.Job InputsIndependent of supervision and in accordance with established SOPSMaintain electronic client databaseObtain claims data, evaluate for trends, supply summaries, participate in claim reviewsVerify coverage and report claims to insurersAdvocate for clients on claims, follow up on claim assignments with insurers as requiredGenerate Acord applications as requestedIssue confirmation of coverage and other insurance documents as required.Counsel clients and execute routine policy changes with clients and insurersSecure on line insurer proposals, as requestedComplete billing worksheets and bill the policiesFollow up on timely issuance of insurance contracts and auditsReview policies, policy changes & audits for accuracyPrepare renewal kits as requiredUpdate operating platform with underwriting dataParticipate in training of new colleagues focusing on tasks that are primarily our technical process and SOPSCollaborate with account executives in assembling marketing submissions.Education and/or TrainingBachelors degree or equivalent work experience preferredProficient in the use of various desktop tools including MS Office programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)Must hold a current resident state license for property and casualtyCISR preferred or current pursuit of a professional designationRelevant Work Experience3-5 plus years of account management work in a commercial brokerage environment with job duties inclusive of claim data analytics, client services, application and proposal generation, coverage need determination.History of working in a team environment a plusExperience using a P&C brokerage CRMWorking knowledge of core property and casualty coveragesBasic knowledge of executive liability coveragesAn understanding premium development & rating methodologyExperience in interpreting contractual language as it relates to insuranceAbility to read and digest financial statements.Commercial insurance experience is a must.Planning/Organizing/Managerial KnowledgeStrong math, organization, critical thinking, and problem solving skillsProactive, organized approach to multitasking and prioritizationIndependent of supervision effectively manages time and consistently meets deadlines Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategiesDemonstrates accuracy, thoroughness and effectiveness in workDemonstrates attention to detail and commitment to doing quality workAdjusts quickly to new or changing assignments, processes and peopleDisplays professionalism and remains composed when faced with challengesLearns from experience; modifies behavior to be more effectiveRecognizes ones own strengths and opportunities for growthAble to break down problems and analyze for possible solutions.Looks to improve efficiency and accomplish objectives within own areaAbility to grow and understand the key business drivers; uses this knowledge in own work. Expands fundamental knowledge in own function and broadens skillsDecisions are guided by policies and procedures; receives moderate guidance and oversight from managerCommunicating & Influencing SkillsDeveloping knowledge of negotiation strategiesDeveloping analytical and problem-solving skillsPersonal skill set to establish and nurturing individual relationships at both the client and carrier level.Able to interact comfortably both over the phone and in person with insurance underwriters and brokers, prospects, clients, referral sources, business colleagues, both in and outside of the Holman group of companies.Ability to communicate complex insurance and contractual policy language in a manner easily understood by a laypersonGathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customersResponds to non-standard requests; investigates with assistance from others as neededStrong research and presentation skillsIndividuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources.Dedicated to delivering exceptional customer care to all prospects and clients of the business.Good written and verbal communication skills.Demonstrates consistency between words and actionsConsistently earns trust, loyalty and respect of othersIdentifies and removes barriers to effective teamworkListens openly and carefully to others ideas and suggestions; respects opposing points of viewOutputsTimely delivery of information including claim data for renewal negotiationsCurrent and accurate database of client dataTimely and accurate issuance of client documentsFacilitation of timely and favorable claim outcomesBilling of clients premium/revenue resulting in accurate HIS financial statementsBe prepared to back up teammates as needed. Execute on special projects, planned leaves, emergency, or extended leaves.Executes on special projects as assigned by leadershipAt Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. Thats why we are listening, open to learning new things about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. Its The Holman Way.At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):Health insuranceVision insuranceDental insuranceLife and disability insuranceFlexible spending and health savings accountsEmployee assistance program401(k) plan with company matchPaid time off (PTO)Paid holidays, bereavement, and jury dutyPaid pregnancy/parental leave