Account Manager - Small Business - P&C
- Employer
- Hays Companies
- Location
- Milwaukee, Wisconsin
- Salary
- Dependent on Experience
- Posted
- Oct 03, 2017
- Closes
- Dec 02, 2017
- Category
- Broker / Agent, Risk Management, Underwriting
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
We currently have a position open for a Property & Casualty Account Manager in our Milwaukee, WI office. This newly created position will focus exclusively on our “main street” or small book of business. The ideal candidate is a motivated insurance professional with 5 or more years focused on accounts generating less than $10,000 in commission revenue. The Account Manager designs, markets, and implements insurance programs. The candidate will be responsible for managing this business on behalf of the office and must be capable of building an infrastructure and process around it.
Primary responsibilities include:
- Develops knowledge of a client’s business and industry and their specific risk profile.
- Collaborates in the development of a marketing plan to include creation of insurance specifications, time lines and complete market selections.
- Negotiates with underwriters on behalf of our clients to develop the best program.
- Creates insurance proposal to compare competitive insurance program options and recommend the best program for our clients.
- Links risk identification, risk funding and service techniques to develop alternative program design strategies.
- Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness.
- Accurately completes the Renewal Information Request.
- Develops and maintains relationships with underwriters and other service providers. Keeps abreast of changing market conditions and innovations.
- Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews.
- Promptly and accurately responds to client requests. If responsibilities are delegated, follows through to ensure client received timely response.
- Primarily responsible for Service duties on the assigned accounts.
- Participates in identifying new business opportunities.
Requirements:
- 5+ years of experience servicing small to mid-size clients. Experience within the small business space is preferred.
- Must have a current Wisconsin P & C insurance license.
- Expertise in keying in and uploading applications to carrier online portals.
- Build and maintain positive Hays relationships via phone calls, emails and brokerage visits.
- Experience with standard lines underwriting and direct bill accounts.
- Possess a high level of proficiency using multiple carrier rating systems, agency management systems, Microsoft Office Suite, and working in a paperless environment.
- Keying in and uploading applications to carrier online portals.
- Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each.
- Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly. Demonstrates good listening skills to enhance understanding and probes effectively.
- Strong attention to detail.
- Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly. Demonstrates good listening skills to enhance understanding and probes effectively.
- Demonstrates a sense of urgency.
- Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality.
- Develops and maintains a working knowledge of Hays systems.
- Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs.
- Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
- College degree preferred.
- Participates in continuing education in order to maintain the appropriate level of credentials.
- Insurance Designation preferred
We are an equal opportunity employer.