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Commercial Account Manager
4 weeks ago
Job Location
Springfield, FSIA - Springfield, MO
Position Type
Full Time
Education Level
High School
Job Shift
Day
Job Category
Insurance
Commercial Lines Account Manager
First State Insurance Agency Company Info
First State Insurance Agency is a subsidiary of First State Bancshares. This means we have a whole family of support and a large backing. We are a growing insurance and financial services organization serving most states across the nation. Our home office is in Farmington, MO with numerous locations throughout Missouri.
Make a Positive Impact
We are looking for a Commercial Lines Account Manager focused on building relationships through amazing service and communication skills. Must have a passion for helping customers become educated when making insurance-buying decisions. The key to this position is a strong working relationship with the producers.
Responsibilities in Accordance with Our Corporate Values
The Account Manager will work with the Commercial Sales team and directly with customers in the following functions:
Professionalism
- Observe and comply with all Agency policies and procedures
- Confer with customers by telephone, email or in-person to provide information about products and services, to issue new/renewal or cancel accounts, or to obtain & report details of claims or services needed
- Read and verify policies for accuracy
- Keep records of customer interactions and transactions, details of inquiries, complaints, and comments, as well as actions taken utilizing agency management system
- Responsible for becoming familiar with each insurance carriers product lines, underwriting process & websites
- Deliver and prepare Summary of Insurance for producer accounts and house accounts on a timely basis
- Prepare new business and renewal submissions to be forwarded to insurance carriers for quoting
- Compare quotes & coverage options, prepare a marketing spreadsheet with the best options for the customer
- Prepare new lines of business for existing clients and renewal proposals when needed
- Analyze coverage options and make recommendations of additional coverage options that may benefit the client
- Bind coverage, collect deposits or down payments, and/or arrange for billing
- Servicing clients will include issuing certificates of insurance, policy change requests, review/check endorsements, and audits for accuracy
- Competitive pay and benefits package - with variable compensation program based on team performance
- 401(k) with generous employer match benefit
- Helpful, qualified, and available leadership
- A caring, stable work environment
- Strong computer skills showing proficiency in Microsoft Office, Word, Excel, and AMS360
- Minimum 2 to 5 years in Insurance Account Management
- Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.
- Missouri Property & Casualty Insurance License
- Excellent written and verbal communication and customer service skills
- Should be open-minded, a fast learner, enthusiastic, and adaptable
Additional Information
Being a First Stater . . .
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now
First State Bancshares Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
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