Insurance Account Manager
Company: GreenState Credit Union
Location: Iowa City
Posted on: May 3, 2024
Job Description:
GreenState Credit UnionInsurance Account ManagerUS-IA-Iowa
CityJob ID: 2024-3674Type: Regular Full-Time# of Openings:
1Category: GreenState InsuranceGreenState Credit
UnionOverviewPosition SummaryThe Account Manager assists the
Insurance Advisors and SVP/VP of Insurance in quoting, servicing,
and maintaining our Commercial Lines book of business. This role
works closely with our Insurance Processors as well as the Senior
Account Manager being an account liaison working with clientele for
the greater good of their business. GREENSTATE CULTURE:At
GreenState, we exist to create lasting value for those we serve. We
do this by putting immense value into our employees, members and
communities. We empower our employees to create endless
opportunities, which will then impact the lives of our members and
enhance the vitality of our communities. GreenState is proud to
offer a Bilingual Pay Program for qualifying applicants. Pay range
for this hourly position is $33.31 - $44.46 with a progressive
benefit package. ResponsibilitiesEssential Duties and
ResponsibilitiesPerforms essential duties and responsibilities in
the following areas which may include but are not limited to those
listed and are subject to change.
- Adheres to the Credit Union's core values and Service Standards
in conducting GreenState's mission and vision.
- Demonstrates a positive member service (internal and external)
focus at all times.
- Demonstrates teamwork in all interactions with coworkers and in
the completion of all duties and responsibilities.
- Ensures confidentiality of member information.
- Supports a diverse and inclusive work environment.
- Performs functions on agency management system proficiently and
assists others as needed.
- Processes, maintains, and prepares new and renewal accounts for
marketing, placement, and delivery to Commercial Sales staff or
clients as directed.
- Handles normal account service activity including endorsements,
audits, invoicing, etc.
- Is responsible for policy processing and quality control.
- Gathers the information and risk management recommendations for
the renewal of designated accounts sixty days prior to renewal and
for delivering renewals and/or binders for designated accounts, as
needed, within seven days of receipt.
- Conducts periodic service calls for designated accounts.
- Performs special projects at the request of designated clients
after being approved by manager. Binders and/or policy or
endorsement requests are to be completed within three days of date
quoted to client.
- Maintains a concern for timeliness and completeness when
interacting with customers, agency and company personnel to
minimize potential for errors & omissions claims.
- After reviewing updated client exposure survey information,
obtains other renewal information from insured and completes
applications for designated renewal business sixty days before
renewal date.
- Receives phone calls and office visitors requesting quotes,
changes to existing coverage, review/process certificate of
insurance requests and completes the changes/requests within 24
hours of receipt. Determines acceptability and placement, completes
applications or endorsements, and collect premium when
applicable.
- Reviews existing accounts to determine if additional lines of
insurance should be solicited and does so by mail and/or phone
prior to renewal.
- Receives and reviews all termination and cancellations to
determine action to be taken and takes needed action within 72
hours of receipt.
- Handles premium collection through form letter and request
cancellation of policies when necessary.
- Follows up on outstanding claims and provides assistance in
their resolution, as necessary.
- Solicits expiration dates for policies not written by
agency.
- Solicits increases in limits and/or coverage or rounding out
accounts through sales to clients at every service contact.
- Seeks recommendations from current client base to solicit for
new business prospects; follows up to generate new business using
prospect database and automation system.
- Meets minimum sales expectations for any and all products and
services.
- Documents all material conversation with insured and/or
carriers regarding exposures and coverage.
- Performs other functions as assigned by
management.Qualifications
- Minimum of 3 years of insurance or business-related
experience.
- A two-year college degree, completion of a specialized course
of study at a business or trade school, or completion of a
specialized and extensive in-house training or apprenticeship
program.
- Professional insurance designation preferred.
- Must possess personal property/casualty agent's license and
commercial license.
- Reports to work punctually, works all scheduled hours, and
works overtime as necessitated by business demand.
- Self-directed nature, ability to work independent of
supervision, and ability to follow directions.
- Must be able to work in a high-pressured, fast paced
environment with significant telephone and personal
disruption.
- Ability to use personal computer, calculator, agency automation
system, and proficiency in various software programs.
- Ability to coordinate and prioritize large, detailed project
requirements and schedules. Good time management skills required to
manage and complete multiple assignments at the same time.
- Strong analytical skills with excellent verbal, written and
interpersonal communication skills.
- Must be bondable.Reporting RelationshipThis position reports to
the President/GreenState Insurance.Supervisory ResponsibilitiesThis
position is not responsible for the supervision of othersEqual
Opportunity Employment StatementGreenState Credit Union is an Equal
Opportunity Employer. M/F/Veteran/Disability. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
national origin, or protected veteran status and will not be
discriminated against on the basis of disability.
#IDPIb0890b1d6126-31181-34298604
Keywords: GreenState Credit Union, Cedar Rapids , Insurance Account Manager, Executive , Iowa City, Iowa
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