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Account Manager

3 weeks ago

Minot, North Dakota, United States Bravera Careers Full time

Job Summary

Bravera Insurance is looking for a Commercial Lines Account Manager in Minot, ND.  Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

This customer service position is responsible for all aspects of client account servicing.  An Account Manager owns the Bravera Insurance client relationship by providing day to day service and coverage solutions that meets our client's needs and expectations.

MEASURES OF SUCCESS:

  1. Be a trusted advisor to Bravera Insurance clients.
  2. Offer exceptional customer service.
  3. Support the sales function of Bravera Insurance.

DUTIES AND RESPONSIBILITIES:

  1. Informs and educates clients about coverages, exclusions and exposures to create an insurance plan tailored for them.
  2. Assists clients in making appropriate coverage changes.
  3. Maintains agency electronic files accurately and consistently; processes all incoming mail requests accurately and timely. Document all conversations in the automation system.
  4. Provides technical support (quotes, proposals, suspense items, summaries, etc) to Insurance Advisors to help clients and reach the agency's business goals.
  5. Performs online rating with companies or submits to carriers for rating. Follows up in a timely manner.
  6. Follows agency workflows and procedures.
  7. Reports and assists clients in submission of claims to carrier. Informs Insurance Advisor of potential issues in claim process.
  8. Responsible for coverage analysis, renewal review and re-marketing.
  9. Actively refers clients to other departments for solicitation. Makes each contact a marketing opportunity.
  10. Keeps current on carriers, product knowledge and trends in the marketplace.
  11. Work as a team with other service associates.
  12. May assist in the training and mentoring of new staff.
  13. Utilizes 3rd party insurance products.
  14. Assists or completes other tasks as directed by agency management.
  15. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
  16. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
  17. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holding Co.
  18. Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.

SUPERVISORY RESPONSIBILITIES:

None

QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES):

  • Valid Resident Insurance License within 90 days of accepting position.
  • Bachelor's degree in accounting, business administration, or other related field.
  • Minimum three years related experience OR an acceptable combination of education and experience.
  • Ability to work in a fast-paced environment with ever-changing priorities.
  • PC proficiency in a windows environment required, including Word, Excel and Outlook.
  • Proficiency in keyboarding.
  • Professional communication both verbally and written.
  • Will be required to drive a company vehicle with some overnight travel required.  Must maintain a clear driving record in order to maintain coverage under Bravera's vehicle insurance provider.

Location:

Minot, ND

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c).