Account Manager

1 month ago

Richardson, United States Symphony Risk Solutions LLC Full time
Job DescriptionJob Description

Symphony Risk Solutions seeks the ideal candidate for a commercial lines Account Manager position within Symphony Select, our specialty business focused on the insurance needs of small business clients representing multiple classes of business. The ideal candidate will be eager to learn, willing to communicate with the client in their preferred communication style, self-motivated with a strong sense of urgency, and able to develop, maintain, and expand client relationships through prompt, pleasant and efficient handling of day-to-day account management.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Career Growth Opportunities

Retirement Plan


Responsibilities
  • 5+ years of experience managing a property & casualty book of business for small commercial clientele.
  • Ability to learn and implement established processes and procedures necessary for efficient and effective client account management.
  • Anticipate and meet the needs of clients in multiple small business industries.
  • Experience working in a brokerage firm preferred.
  • Prioritize service to clients and colleagues by being honest, timely, and accurate.
  • Receive, process and deliver certificates of insurance/evidence of insurance for clients and their additional insureds.
  • Manage day to day servicing including the handling of submissions to insurers.
  • Ability to analyze risk and communicate assessments to clients, colleagues, and insurers.
  • Consistently provide organized and error-free renewal comparisons/summaries/new business proposals/presentations and other products to clients/colleagues.
  • Manage new business and renewal quote process for clients from start to finish.
  • Background with agency bill accounts a plus.
  • Ability to communicate with colleagues and clients regarding coverages and overall account management.
  • Cross-sell existing client accounts to add LOBs within Symphony Select and for other Symphony businesses.
  • Service clients by processing policy changes, binding policies, handling billing issues, and claims.
  • Proficient use of AMS 360, ImageRight and Indio systems a plus.
  • Perform special projects at the request of clients, insurers or management.
  • Consistently display professional written and verbal communication skills with colleagues, clients, and insurers.
  • Proficiency of Microsoft products - Word, Excel, Outlook, and PowerPoint.
  • Other tasks as assigned by management.

Requirements

Education, Licenses, and Certifications

  • A General Lines Texas Property and Casualty insurance license.
  • Bachelors degree preferred (associate degree and/or significant industry experience will be considered in lieu of a bachelors degree).
  • 5 years or more of relevant industry experience is required.


Physical Demands

While performing the duties of this job, the employee is regularly required to sit or stand at a desk. Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment. Occasional bending, reaching, and light lifting (up to 10 lb.) is required. The ability to effectively listen, understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.


Work Environment

This position is a full-time hybrid in office position. Occasionally working after hours may be required to meet the demands and deadlines associated with the position. The work environment involves the use of typical office equipment such as a computer, printer, telephone, etc. in a controlled climate.


Travel Requirements

Limited travel is required for this position.

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