Commercial Lines Account Manager-Oceanpoint Ins Agency
Location: Newport, Rhode Island
Description: BankNewport is in need of Commercial Lines Account Manager-Oceanpoint Ins Agency right now, this job will be situated in Rhode Island. More details about this job opportunity please give attention to these descriptions. Please note all applicants must return to the BankNewport Website to complete a full job Application-Click on "Job Application" to access the ! document*****
https://www.banknewport.com/why-banknewport/career-opportunities/how-to-join-our-team/
Commercial Lines Account Manager
OVERVIEW:
Creates extraordinary customer experience for commercial lines customers in person, over the phone and by mail. Responds to all customer requests the same business day. Handles all aspects of commercial lines accounts. Sells commercial lines policies and ensures account development of existing clients. Assists clients with claims and other related issues. Treats everyone with dignity, respect and courtesy. Conducts our business in an ethical manner.
PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.
1. Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely ! manner.
2. Utilizes agency expiration lists to assure that! all renewals are met in a timely manner.
3. Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
4. Orders and processes endorsements at time of customer contact and provide documentation to the appropriate parties, including policyholders, insurance companies, lenders, and attorneys.
5. Ensures accuracy of binders, policies, and other relevant documents.
6. Responsible for growth of assigned book of business as well as client retention goals.
7. Utilizes the agency management system in an accurate and timely manner to enter and maintain certain account information, as well as documentation of all client contact by phone, mail, and e-mail.
8. Ensures that all regulatory and compliance requirements are met and follows all regulatory and compliance requirements are met and follows all internal policies and procedures.
9. Provides clients with accurate factual information utilizing appropr! iate resources. Makes necessary contacts both inside and outside of the organization in order to obtain clients requested information and then relay information.
10. Coordinates the claims process with policyholders over the phone or in person. Provides service for the claim process including contacting insurance company, assigning appraisers, and mailing checks to the policyholder. Ensures all documentation is sent to proper place.
11. Accepts all phone calls (no voicemails) with the exception of being on the phone or with a client, and returns all calls within the same business day.
12. Understands insurer underwriting appetites and products and has the ability to accurately rate and prepare quotations using website rating engines.
The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties, both related and unrelated to the above may be assigned and therefore required.
POSI! TION REQUIREMENTS:
High school diploma with specialized coursew! ork or training. At least 3 years insurance experience. Strong attention to detail and communications, organizational, and interpersonal skills. Must maintain annual continuing education requirements and license renewals. Strong working knowledge of all Microsoft products including Word, Outlook and Excel.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SUPERVISORY SCOPE:
None
OceanPoint has a sales oriented culture to which all employees must adhere. It is expected that both internal and external customers be treated with competence, courtesy and concern. We must strive, as employees, to discover our customers’ needs and to determine and decide which product or service best meets those needs. Following a discussion, a solution should be developed to meet or exceed the customer’s expectations.
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If you were eligible to this job, please deliver us your resume, with salary requirements and a resume to BankNewport.
Interested on this job, just click on the Apply button, you will be redirected to the official website
This job starts available on: Thu, 04 Jul 2013 00:09:23 GMT
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