Blue Ridge Risk Partners LLC
Account Manager
Blue Ridge Risk Partners LLC, Gaithersburg, Maryland, us, 20883
Job Summary:
The Account Manager is responsible for overseeing a portfolio of clients through relationship building and client account development. Other responsibilities include identifying potential risk issues, quoting additional coverages/policies, and tracking renewals. The Account Manager performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency.
Essential Functions:Manages assigned book of business and client transactional needs including sales, marketing and service according to agency standards and procedures.Provides technical support to Account Executive(s), specifically in analyzing client needs, coverage forms and quotations.Interacts with clients (in person, via telephone conversations, or via email) to discuss service needs, billing, and coverage questions.Processes renewals following agency procedures.Remarkets accounts identified for renewal marketing following agency procedures.Provides quotes to existing clients for additional lines of business as needed.Attempts to cross sell additional lines of business for existing clients.Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes (but is not limited to:)Policy issuance and endorsementsBinders, certificates, and ID cardsProposals, schedules, and summaries of insuranceAudits, facilitating corrections as neededClient/carrier correspondence (mail and email) and phone requestsCoverage analysis and recommendationsFollows agency credit and collection procedures in invoicing and pursuing prompt payments.Manages cancellation processes according to agency standards, addressing both carrier and client request as received and advising the Account Executive.Assist clients in submitting claims reports or respond to inquiries. Identifies exposure to loss and recommends appropriate coverages in coordination with Account Executive.Maintains a concern for timeliness and completeness when interacting with customers, agency & company personnel to minimize potential for errors and omissions claims. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.Coach and mentor team members on technical, procedural and relationship skills.Comply with departmental reporting requirements.Knowledge, Skills & Abilities:
Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately. Bilingual abilities is required.Ability to understand written and oral communication and interpret abstract information.Knowledge of insurance products, markets, rating and underwriting procedures.Excellent interpersonal and customer service skills.Confident, self-starter who works well independently.Excellent organizational skills, attention to detail and time management skills with a proven ability to meet deadlines and multi-task.Proficient with Microsoft Office Suite or related software.Requirements
Education and Experience:
A current Property & Casualty Agents License is required.Two years of previous insurance experience is preferred in handling personal and small business products.Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Work is normally performed in a typical interior/office work environment. The employee frequently is required to remain in a stationary position, often standing or sitting for prolonged periods.While performing the duties of this job, the employee is regularly required to communicate, listen and observe. Specifically, the employee must be able to communicate clearly on the telephone with others.This position frequently communicates with clients who have inquiries about their renewal policy premiums. Must be able to exchange accurate information in these situations.Constantly operates a computer and other office productivity machinery, such as calculator, copy machine, and computer printer. This includes repeating motions that involve the wrists, hands and/or fingers.High stress, fast-paced environment with a high volume of work to be completed daily.Limited physical effort required or exposure to physical risk. However, must be able to lift 15 pounds at times.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected
The Account Manager is responsible for overseeing a portfolio of clients through relationship building and client account development. Other responsibilities include identifying potential risk issues, quoting additional coverages/policies, and tracking renewals. The Account Manager performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency.
Essential Functions:Manages assigned book of business and client transactional needs including sales, marketing and service according to agency standards and procedures.Provides technical support to Account Executive(s), specifically in analyzing client needs, coverage forms and quotations.Interacts with clients (in person, via telephone conversations, or via email) to discuss service needs, billing, and coverage questions.Processes renewals following agency procedures.Remarkets accounts identified for renewal marketing following agency procedures.Provides quotes to existing clients for additional lines of business as needed.Attempts to cross sell additional lines of business for existing clients.Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes (but is not limited to:)Policy issuance and endorsementsBinders, certificates, and ID cardsProposals, schedules, and summaries of insuranceAudits, facilitating corrections as neededClient/carrier correspondence (mail and email) and phone requestsCoverage analysis and recommendationsFollows agency credit and collection procedures in invoicing and pursuing prompt payments.Manages cancellation processes according to agency standards, addressing both carrier and client request as received and advising the Account Executive.Assist clients in submitting claims reports or respond to inquiries. Identifies exposure to loss and recommends appropriate coverages in coordination with Account Executive.Maintains a concern for timeliness and completeness when interacting with customers, agency & company personnel to minimize potential for errors and omissions claims. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.Coach and mentor team members on technical, procedural and relationship skills.Comply with departmental reporting requirements.Knowledge, Skills & Abilities:
Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately. Bilingual abilities is required.Ability to understand written and oral communication and interpret abstract information.Knowledge of insurance products, markets, rating and underwriting procedures.Excellent interpersonal and customer service skills.Confident, self-starter who works well independently.Excellent organizational skills, attention to detail and time management skills with a proven ability to meet deadlines and multi-task.Proficient with Microsoft Office Suite or related software.Requirements
Education and Experience:
A current Property & Casualty Agents License is required.Two years of previous insurance experience is preferred in handling personal and small business products.Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Work is normally performed in a typical interior/office work environment. The employee frequently is required to remain in a stationary position, often standing or sitting for prolonged periods.While performing the duties of this job, the employee is regularly required to communicate, listen and observe. Specifically, the employee must be able to communicate clearly on the telephone with others.This position frequently communicates with clients who have inquiries about their renewal policy premiums. Must be able to exchange accurate information in these situations.Constantly operates a computer and other office productivity machinery, such as calculator, copy machine, and computer printer. This includes repeating motions that involve the wrists, hands and/or fingers.High stress, fast-paced environment with a high volume of work to be completed daily.Limited physical effort required or exposure to physical risk. However, must be able to lift 15 pounds at times.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected