Equine Insurance Account Manager
2 weeks ago
Summary/Objective
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Promotes teamwork by maintaining a positive and respectful attitude with colleagues.
- Assists in achieving department and company goals by performing assigned job functions in an accurate and timely manner.
- Demonstrates strong communication skills through the use of effective verbal and/or written exchanges, active listening, and respectful response.
- Provides the highest level of customer service to clients within a book of insurance accounts based on information from Producers, experience, and training, with an eye for proper documentation and organization.
- Performs all functions associated with marketing and servicing an account by following established agency workflows with a high level of accuracy and attention to detail. In this capacity, must have excellent computer skills with the ability and willingness to learn new systems.
- Performs various Accounting tasks to include premium allocations, payment schedules, and resolving accounting discrepancies.
- Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
- Consistently reports to work on time and prepared to perform job functions.
- Strives to increase knowledge and/or enhance skills through continuing education.
Competencies
- Customer / Client Focus
- Technical Proficiency
- Organization Skills
- Time Management
- Communication Proficiency
- Collaboration Skills
Position Type/Expected Hours of Work
This is a full-time position working Monday through Friday, 8:30 a.m. to 5 p.m. Hours may vary depending on department and scope of work assigned.
Required Education and Experience
- High School Diploma or GED
- Insurance License
- 2+ years of insurance industry work experience
Preferred Education and Experience
- Associates or Bachelors degree from college or technical school
- Industry designation
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