Insurance Account Manager
Company: GreenState Credit Union
Location: Iowa City
Posted on: May 3, 2024
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Job Description:
GreenState Credit UnionInsurance Account ManagerUS-IA-Iowa
CityJob ID: 2024-3674Type: Regular Full-Time# of Openings:
1Category: GreenState InsuranceGreenState Credit
UnionOverviewPosition SummaryThe Account Manager assists the
Insurance Advisors and SVP/VP of Insurance in quoting, servicing,
and maintaining our Commercial Lines book of business. This role
works closely with our Insurance Processors as well as the Senior
Account Manager being an account liaison working with clientele for
the greater good of their business. GREENSTATE CULTURE:At
GreenState, we exist to create lasting value for those we serve. We
do this by putting immense value into our employees, members and
communities. We empower our employees to create endless
opportunities, which will then impact the lives of our members and
enhance the vitality of our communities. GreenState is proud to
offer a Bilingual Pay Program for qualifying applicants. Pay range
for this hourly position is $33.31 - $44.46 with a progressive
benefit package. ResponsibilitiesEssential Duties and
ResponsibilitiesPerforms essential duties and responsibilities in
the following areas which may include but are not limited to those
listed and are subject to change. Adheres to the Credit Union's
core values and Service Standards in conducting GreenState's
mission and vision.Demonstrates a positive member service (internal
and external) focus at all times.Demonstrates teamwork in all
interactions with coworkers and in the completion of all duties and
responsibilities.Ensures confidentiality of member
information.Supports a diverse and inclusive work
environment.Performs functions on agency management system
proficiently and assists others as needed.Processes, maintains, and
prepares new and renewal accounts for marketing, placement, and
delivery to Commercial Sales staff or clients as directed.Handles
normal account service activity including endorsements, audits,
invoicing, etc.Is responsible for policy processing and quality
control.Gathers the information and risk management recommendations
for the renewal of designated accounts sixty days prior to renewal
and for delivering renewals and/or binders for designated accounts,
as needed, within seven days of receipt.Conducts periodic service
calls for designated accounts.Performs special projects at the
request of designated clients after being approved by manager.
Binders and/or policy or endorsement requests are to be completed
within three days of date quoted to client.Maintains a concern for
timeliness and completeness when interacting with customers, agency
and company personnel to minimize potential for errors & omissions
claims.After reviewing updated client exposure survey information,
obtains other renewal information from insured and completes
applications for designated renewal business sixty days before
renewal date.Receives phone calls and office visitors requesting
quotes, changes to existing coverage, review/process certificate of
insurance requests and completes the changes/requests within 24
hours of receipt. Determines acceptability and placement, completes
applications or endorsements, and collect premium when
applicable.Reviews existing accounts to determine if additional
lines of insurance should be solicited and does so by mail and/or
phone prior to renewal.Receives and reviews all termination and
cancellations to determine action to be taken and takes needed
action within 72 hours of receipt.Handles premium collection
through form letter and request cancellation of policies when
necessary.Follows up on outstanding claims and provides assistance
in their resolution, as necessary.Solicits expiration dates for
policies not written by agency.Solicits increases in limits and/or
coverage or rounding out accounts through sales to clients at every
service contact.Seeks recommendations from current client base to
solicit for new business prospects; follows up to generate new
business using prospect database and automation system.Meets
minimum sales expectations for any and all products and
services.Documents all material conversation with insured and/or
carriers regarding exposures and coverage.Performs other functions
as assigned by management.QualificationsMinimum of 3 years of
insurance or business-related experience.A two-year college degree,
completion of a specialized course of study at a business or trade
school, or completion of a specialized and extensive in-house
training or apprenticeship program.Professional insurance
designation preferred.Must possess personal property/casualty
agent's license and commercial license.Reports to work punctually,
works all scheduled hours, and works overtime as necessitated by
business demand.Self-directed nature, ability to work independent
of supervision, and ability to follow directions.Must be able to
work in a high-pressured, fast paced environment with significant
telephone and personal disruption.Ability to use personal computer,
calculator, agency automation system, and proficiency in various
software programs.Ability to coordinate and prioritize large,
detailed project requirements and schedules. Good time management
skills required to manage and complete multiple assignments at the
same time.Strong analytical skills with excellent verbal, written
and interpersonal communication skills.Must be bondable.Reporting
RelationshipThis position reports to the President/GreenState
Insurance.Supervisory ResponsibilitiesThis position is not
responsible for the supervision of othersEqual Opportunity
Employment StatementGreenState Credit Union is an Equal Opportunity
Employer. M/F/Veteran/Disability. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, or protected veteran status and will not be discriminated
against on the basis of disability.
#IDPIe5608a827cea-25660-34298604
Keywords: GreenState Credit Union, Iowa City , Insurance Account Manager, Executive , Iowa City, Iowa
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