Property and Casualty Insurance Account Manager

4 weeks ago

Greenville, South Carolina, United States South Carolina Insurance Brokers Full time
Job Summary

South Carolina Insurance Brokers is seeking a highly skilled Property and Casualty Insurance Account Manager to join our team. As an Account Manager, you will be responsible for assisting the Commercial or Personal lines team in the retention of assigned clients accounts. Your primary focus will be on proactively managing client accounts, handling client questions and requests, and aiding Sales executives and Account Executives in meeting service standards and Best Practices in the insurance industry.

Key Responsibilities
  • Operate within your primary client segment, territory, and/or business line.
  • Stay abreast of current industry trends and their impact on South Carolina Insurance Brokers' clients to help solve specific market challenges.
  • Confer with management on setting and achieving integrated selling targets.
  • Provide technical expertise to Sales Executive/Account Executive(s) in analyzing client needs, coverage forms, and quotations during the sales process on new and renewal business.
  • Capture, assist, and manage the service platform.
  • Responsible for marketing submissions to carriers, including application preparation, loss analysis, and other pertinent information for professional, quality new and renewal submissions.
  • Respond to underwriters' questions in a timely and professional manner.
  • Adhere to Agency Best Practices, including written confirmation of new and renewal binding, evidence of coverage, changes to coverage, and other related items.
  • Prepare proposals and summaries of insurance, as needed.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Provide direction to clients in submitting first reports of claims and facilitate prompt response from carriers.
  • Identify exposure to loss and recommend appropriate coverage in coordination with Sales Executive/Account Executive(s).
Requirements
  • 3-5 years of experience in Property & Casualty Insurance Agency, with a comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
  • Must hold a state Property & Casualty insurance license or be willing to obtain one within an agreed-upon timeframe.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Must be comfortable with internet-based programs and have intermediate knowledge of Microsoft Office products.
  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company.

Education and/or Experience: BA/BS preferred but not required.

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