Commercial Lines Senior Account Manager

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    "description": "<p><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><strong><u>SUMMARY:</u></strong></span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">The Senior Account Manager is responsible for assisting in the production of new and renewal accounts, in keeping with agency and individual producer goals, and when necessary, provides field service in support of producer activities and maintains high service standards.</span></span></p>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><strong><u>ESSENTIAL FUNCTIONS</u>:&nbsp;</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Market (as needed), service, develop, and retain assigned accounts; meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Negotiate with the insurance companies for the most proper coverage options</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Perform all transactions and maintain client files on the agency management system</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Prepare Stewardship reports, as needed</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Independently create renewal proposals</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Conduct renewal meetings with customers on behalf of the Producer</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Participate in seminars and other training to maintain required licenses and for knowledge and skill development</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p style=\"margin-bottom:11px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\"><b><u>Additional Responsibilities&nbsp;</u></b></span></span></span></p>\r\n\r\n<p style=\"margin-bottom:11px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the&nbsp;performance of the tasks and functions listed in this job description.</span></span></span></p>\r\n\r\n<p style=\"margin-bottom:11px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.</span></span></span></p>\r\n",
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meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments\\r\\n\\tObtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues\\r\\n\\tRetain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed\\r\\n\\tNegotiate with the insurance companies for the most proper coverage options\\r\\n\\tAssist the Producer in preparing and making presentations of insurance programs to key accounts and prospects\\r\\n\\tPerform all transactions and maintain client files on the agency management system\\r\\n\\tRequest renewals, endorsements, and other needed data from the companies and insureds; 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all licenses as required by the State Department of Insurance\\r\\n\\tCollege degree, CPCU, and CIC designations preferred\\r\\n\\tProven experience working with mid-size to large commercial lines customers preferred\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nKNOWLEDGE, SKILLS, AND ABILITIES:\\r\\n\\r\\n\\r\\n\\tStrong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems\\r\\n\\tStrong presentation skills, with the ability to influence others\\r\\n\\tAbility to interpret abstract information\\r\\n\\tAbility to work within a fast-paced, changing priority environment\\r\\n\\tSelf-motivated, with the initiative to prioritize and be self-directed\\r\\n\\tRegular and punctual attendance is required\\r\\n\\tAbility to communicate effectively, both verbally and in writing\\r\\n\\tExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all 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Support\",\"validThrough\":\"-0001-11-30\",\"workHours\":\"Day\",\"educationRequirements\":\"2 Year Degree\"}",
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    "qualifications": "<p><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><strong><u>QUALIFICATIONS:</u></strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing/rating preferred</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">College degree, CPCU, and CIC designations preferred</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Proven experience working with mid-size to large commercial lines customers preferred</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><strong><u>KNOWLEDGE, SKILLS, AND ABILITIES:</u></strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Strong presentation skills, with the ability to influence others</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to interpret abstract information</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to work within a fast-paced, changing priority environment</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Self-motivated, with the initiative to prioritize and be self-directed</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Regular and punctual attendance is required</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to communicate effectively, both verbally and in writing</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><strong><u>WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:</u></strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to lift up to 20 pounds occasionally</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Requires operation of a computer workstation, including keyboard and video display</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><em>All requirements may be modified to reasonably accommodate physical or mental impairment</em></span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p>&nbsp;</p>\r\n",
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