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Commercial Account Manager - Salem, United States - Penn Foster Inc
Description
Location:
Lincoln or David City, NE
Posted:
08/04/2023
Location Name:
Lincoln (Old Cheney) or David City
Wage:
Depends on Experience
Position Type:
Full Time
Shift:
M-F 8a-5p
NON-
EXEMPT JOB TITLE:
Commercial Account Manager
REPORTS TO:
P&C Service Department Team Lead
POSITION SUMMARY:
Help manage the agency's portfolio by servicing an existing Commercial book of business.
Complete general operational tasks, such as entering data, making customer requested changes, maintaining files, and monitoring the status of existing insurance claims, applications, renewals, and endorsements within the agency.
ESSENTIAL FUNCTIONS:
Job Specific
Assist clients with questions, concerns, and policy changes. Correspond with external agencies as necessary to accommodate client requests. Ensure client receives a response in a timely manner.
Generate quotes for prospective or existing customers.
Accept and track client claims and file with the appropriate companies. Follow-up with client.
Responsible for clerical duties, such as: entering data, completing necessary paperwork; writing letters; filing current policies, renewals, and changes; packaging new and renewal policies; sending marketing tools and proposals, etc.
Maintain a current working knowledge of the insurance industry through continuing education.All other duties as assigned.
Agency Specific
Exhibit professionalism, including personal appearance and attitude.
Provide assistance, information, and support to co-workers.
Provide prompt assistance and information to all customers (internal and external).
Regular attendance. Report to work on time; adhere to time frames for breaks and lunch.
Be responsible and accountable for own actions.
Maintain confidentiality at all times.
Cross-sell company services.
Deliver exceptional customer service.
Participate in appropriate training opportunities and in a timely manner.
Behave ethically. Immediately report any concerns to Human Resources or upper-level management.
Be alert to surroundings and familiar with all crises procedures, including but not limited to, robbery.
Comply with all policies, procedures, and regulations.
SUPERVISORY RESPONSIBILITY:
None
MINIMUM JOB REQUIREMENTS:
EDUCATION/
EXPERIENCE REQUIREMENTS:
Bachelor's degree in business administration (or the like) or relevant industry experience required.
LICENSE, CERTIFICATIONS,
ETC:
Valid motor vehicle driver's license or provisional operator's permit required. Property and Casualty insurance license preferred or ability to obtain Property and Casualty insurance license required.
KNOWLEDGE, SKILLS, AND ABILITIES (KSA'S):
Working knowledge of personal computer (Microsoft Office products).
Ability to use general office machines.
Must be attentive to detail and very accurate.
Self-motivated.
Ability to interact effectively with customers, management, and other employees.
Critical and analytical thinking skills, problem solving abilities.
Strong customer orientation.
Strong communication skills, both orally and written.
Must be flexible, able to work under pressure to meet deadlines and prioritize workflow.
Organizational skills, courtesy, and diplomacy.
Sound judgment.
Ability to hear well enough to communicate with customers, co-workers, and outside bank personnel.
Ability to read and write.
PHYSICAL DEMANDS:
Normal daily physical activities include walking, standing, sitting, stooping, bending, pushing, pulling.
Daily lifting up to 30 pounds (i.e., storage files, office supplies, equipment, etc.)
WORK ENVIRONMENT:
Indoors, environmentally controlled. This position may require travel by car to visit other company locations and make on-site customer visits. May require work on evenings and weekends to meet with customers.
Note:
The statements herein are intended to describe the general nature and level of work being performed by the employee assigned to this position.
They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.
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