Select Account Manager, P&C

3 days ago Be among the first 25 applicants

As a majority employee-owned organization, we are committed to creating world class service experiences for our customers through our high-performance client service teams. We’re passionate about our employee owners, which is why we utilize best practices; provide access high quality training, tools, and resources; and curate experiences that help them find and own their edge.

• ur Core Values are lived in our business and our culture is fueled by them.
• Create a Great Experience
• Do the Right Thing
• Play for Each Other
• Pursue Growth
• Own Your Future

The Select Account Manager provides ongoing support and service to commercial property and casualty clients within Business Group in conjunction with Select Client Managers. The Select Account Manager assists with existing clients and new business prospects by performing a variety of tasks. This role is primarily an internally focused position, with some level of client contact.

• Providing quality service through completion of account-related tasks.
• Assisting service team in processing questions related to policy and endorsement processing.
• Preparing and sending clients information such as auto , certificates of insurance, binders etc.
• Reviewing invoices in agency management system and sending to clients.
• Auditing and confirming policies are accurate and resolving any discrepancies.
• Entering required information into agency management systems.
• Maintaining current account and policy data in agency management systems.
• Conducting research within file documentation.
• Thoroughly documenting tasks and relevant interactions in our agency management system.
• Informing client service team of developments or roadblocks in completion of duties.
• Communicating effectively with Select Client Managers and ASRs. Providing timely and complete information to allow them to efficiently manage their processes.
• Performing other duties and special projects as assigned.
• Acting as a backup to team personnel as needed.
• Maintaining confidential information.
• Achieving desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals.

• Love marking tasks off a to-do list
• Excel at prioritizing competing demands and adapting quickly to internal and external requests
• Are driven to meet deadlines
• Have strong problem solving and critical thinking skills to resolve client issues
• Have a knack for thorough documentation
• Thrive in a fast-paced, team environment to meet client needs
• Love delivering a great client experience
• Naturally ask clarifying questions to dig to the root of the issue
• Exhibit patience, determination, and persistence in troubleshooting client issues
• Have strong communication skills
• Enjoy communicating internally & with clients via phone, email, and Zoom

• High school diploma or equivalent
• 1+ year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred
• Property and Casualty license
• Excellent computer and office machine skills, specifically with Microsoft Office products

Associates degree or some college. Prior client service experience within a property and casualty insurance environment.

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.

• Founded in 1933
• Majority Employee-Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT
• A member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to chose from

• Entry level

• Full-time

• Sales and Business Development

• Insurance

Location:

Salt Lake City, UT

Salary: $65,000.00–$