At Duncan Financial Group, our mission is to help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.
Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Duncan offers a robust benefits package with the following:
- Competitive Compensation
- Five United Healthcare Medical plans to choose from, one of which is 100% free for employees and their families
- United Healthcare Dental plan- free for employees
- United Healthcare Vision plan
- Company paid Life Insurance with additional supplement life options for employees and their families
- Short Term Disability
- Company Paid Long Term Disability
- 401(k)- Company Match (Safe Harbor)
- Supplemental insurance including Critical Illness, Accident, Prepaid Legal
- PTO with prior employer matching
- Paid Holidays
- Financial support of continuing education and additional development and certifications
- Social and Philanthropic opportunities
POSITION SUMMARY
The Commercial Lines Account Manager position is responsible for the day to day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
KNOWLEDGE, SKILLS & ABILITIES
- Financial Management
- Technical Capacity
- Performance Management
- Ethical Conduct
- Communication Proficiency
- Personal Effectiveness/Credibility
JOB DESCRIPTION
- Interface with carrier representatives, prospects/clients, and support staff in order to ensure that all parties receive necessary information in a complete and timely manner to ensure successful sales performance.
- Assist in managing and providing technical service and expertise for property and casualty insurance accounts.
- Interface with prospects/clients via various modes of communication (written, email, face-to-face, phone, other).
- Participate in and promote pre and post placement servicing (proof of insurance, loss control services, premium financing, claims, etc.)
- Process daily work assignments, including ad-hoc and renewal requests.
- Input all notes according to outlined procedures of client/producer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
- Manage key processes and internal activities that result in our ability to deliver client-facing requirements.
- Work with Senior Commercial Lines Account Managers with complex subject matter to gain additional experience with accounts.
- Serve as a backup for other members of your team to cover vacations, absences and to assist with balancing the workload of the team.
- Other duties as assigned.
NEW BUSINESS & RENEWAL MANAGEMENT
- Prepare, gather and complete accurate client submissions for the insurance carriers including, but not limited to compiling Construction, Occupancy, Protections, and Exposures (COPE) Information, Loss Runs, Surveys, Claims Analysis of the insured exposures.
- Obtain phone calls and emails requesting quotes, changes to existing coverage and/or policies. Completes changes/request within 24 hours of receipt.
- Create and/or update applications and workbook submissions for the insurance carriers.
- Negotiate the best terms and conditions with the Carriers for our members and clients.
- Review existing accounts to determine if there are additional lines of insurance to recommend and do so by email or phone prior to renewal.
- Actively solicit increases in limits and/or coverages, rounding out accounts through every service contact.
- Document all material conversations with insured and/or carriers regarding exposures and coverages.
- Create and/or present client proposals with Producers.
- Deliver binders and/or policies for assigned accounts within five days of receipt including the Summary of Insurance.
- Conduct quarterly service calls to assigned accounts.
- Prepare and conduct midyear reviews with the clients and Producers.
- Receives and reviews all terminations and cancellations to determine the action to be taken, and take needed action within 72 hours of receipt.
SPECIFIC EDUCATION OR EXPERIENCE
- Appropriate State license(s). Completion of CISR or ACSR designation; currently enrolled in INS or API program is favorable
- Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency
- Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, Applied EPIC, and applicable insurance laws/codes
- Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
- Familiarity with risk assessment and risk management techniques
- Excellent time management, organizational and verbal and written communication skills
- High degree of self-motivation and self-direction.
- Keen attention to detail.
- Confidentiality of financial, employee, and consumer information.
- Must be able to work with occasional instruction and supervision.
To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at www.duncangrp.com/careers
Easy Apply- Send resumes directly to the human resources department with the job title as the subject line- [email protected]
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