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Insurance Account Manager

2 months ago

Jenkintown, Pennsylvania, United States CRC Group Full time

KEY RESPONSIBILITIES
Below is a summary of the key functions for this position. Additional tasks may be assigned, both major and minor, which are not listed below. Specific activities may evolve over time.
1. Build, nurture, and strengthen relationships with clients and agents.
2. Promote, market, quote, bind, and confirm both new and existing business opportunities.
3. Negotiate optimal terms and coverages with available markets.
4. Ensure submissions contain precise data regarding risks and coverages.
5. Oversee accounts to guarantee adherence to the firm's policies and procedures.
6. Support brokers in achieving or surpassing production targets as designated by CRC.
7.

Stay informed about the insurance sector and sales strategies through regular participation in workshops, seminars, literature reviews, and/or formal continuing education.

8. Maintain necessary licenses to conduct business.

QUALIFICATIONS

Required Qualifications:

The qualifications listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or relevant insurance designation
2. Minimum of three years of experience in wholesale insurance or its equivalent
3. Must hold licenses in relevant areas of insurance
4. Ability to comprehend and analyze essential components of insurance policies
5. Capability to understand client needs and possess knowledge of associated risk profiles
6. Proficient in reviewing information, making decisions, and managing time effectively
7. Recognize emerging trends and developments in the insurance industry and incorporate them into your strategy
8. Ability to cultivate, foster, and maintain strong working relationships with agencies
9. Demonstrated leadership and teamwork skills
10. Must possess and maintain current knowledge of the insurance industry
11. Excellent written and verbal communication skills
12. Willingness to work extended hours when necessary
13. Maintain a travel schedule based on the needs of clients, agents, and new business opportunities.
Overview of Available Benefits for Eligible Employees of

CRC Group:

All regular employees (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may vary by the division of CRC Group offering the position.

CRC Group provides medical, dental, vision, life insurance, disability, accidental death and dismemberment, and tax-advantaged savings accounts, along with other voluntary benefits.

All regularly scheduled employees (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan, and become eligible for company matching contributions after one year of service and upon reaching age 21.

Employees also receive a minimum of 10 days of vacation (prorated based on the date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.