Account Technician

1 month ago

Lutherville Timonium, United States First National Bank of Pennsylvania Full time
Primary Office Location: One North Shore Center. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future.

Position Title: Account Technician

Business Unit: INSA

Reports to: Varies based on Assignment

Position Overview:

The Account Technician's main role is to review the accuracy of policy information and work in conjunction with Account Manager, Account Executive and Sales Executive. The incumbent may work within our Personal Lines, Commercial Lines or Marketing Departments. The incumbent performs every function within their department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Primary Responsibilities:

Reviews renewal policies, endorsements and audits for accuracy and works with Account Manager and/or Account Executive to ensure that these items are delivered or mailed to the client. Assist with data entry of information into agency management system when needed.

May assist Account Manager and/or Account Executive with routine customer service work such as preparing proposals, ID cards and certificates of insurance.

Performs other related duties and projects assigned by Account Manager and/or Account Executive or Supervisor.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

1

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience with insurance preferred but not required.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Property and Casualty License in state of PA preferred within 90 days of employment.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

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