Account Manager – Commercial Insurance | Tulsa, OK

June 18, 2014
Account Manager – Commercial Insurance | Tulsa, OK Job Description:
  • Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  • Provides a high level of support to Producers in obtaining, maintaining, and expanding business.
  • May also be responsible for account rounding in accordance with standard practices, policies, and procedures.
  • Makes major decisions on books of insurance business for which the incumbent is responsible.
  • Works closely with Producers and other personnel on all aspects of client service, marketing, and renewal while adhering to the company’s best practices and standard procedures.
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
  • Makes appropriate recommendations to clients in response to those changes
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers.
  • Troubleshoots billing issues.
  • Responsible for overall retention of accounts in assigned book of business.
  • Organizes client meetings when necessary.
  • Appropriately documents conversations with clients and carrier representatives and updates all company computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
  • Prepares reports for management, as required.
  • Oversees functions performed by Account Administrators, as required.
  • Supports, mentors, and trains Account Administrators, as necessary.
  • Attends industry related continuing education training and courses.
  • Performs other duties and projects as assigned.
Requirements:
  • At least 3 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred.
  • Excellent communications skills (verbal & written).
  • Superior customer service and problem solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • Ability to work a regular, full-time and ability to travel on business, when required.
  • High School diploma or equivalent; AA and/or college degree preferred
  • Currently licensed in good standing in required lines and states.
  • Current with all necessary CE credits in required lines and states
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC).