
Middle Market Account Manager
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Job Description
We have an exciting new opportunity for a Middle Market Account Manager in our Commercial Lines Department at Tedford Insurance.
GENERAL SUMMARY:Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.PRIMARY RESPONSIBILITIES:* Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.* Develop account marketing strategies.* Prepare proposals and summaries of insurance as needed.* Respond to client requests for information, documents, and general insurance related inquiries.* Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers. * Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary. * Prepares reports for management as required or requested.* Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.KNOWLEDGE, SKILLS & ABILITIES:* Exceptional verbal and written communication skills.* Quality Management - demonstrates attention to details.* Outgoing, goal driven, and detail orientated.* Advanced organizational leadership skills required.* Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.* Proficient with Microsoft Office Suite, AMS and/or related software.* Proficient in typing and data entry.* Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.* Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.EDUCATION, LICENSES AND EXPERIENCE:* High School diploma or equivalent required.* Must have a valid Oklahoma Property & Casualty Insurance license.* Industry designations such as CIC and CISR are preferred.* Must have a minimum 2 years of Commercial Lines Account Management experience.* Valid Drivers License.BENEFITS:* 401(k)* 401(k) matching* Health insurance* Dental insurance* Vision insurance* Employee assistance program* Flexible spending account* Health savings account* Life insurance* Paid time off
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
