Account Manager- Personal Lines - Masco Corporation

This job was posted by https://joblink.maine.gov : For more information,
please see: https://joblink.maine.gov/jobs/1170629
Description
Assists in the production of new accounts and the retention of existing
accounts. Provides prompt, efficient, high-quality service to accounts.
Essential Functions:
1. Maintains a concern for timeliness and completeness when interacting
with customers, agency and company personnel to minimize potential
for errors & omissions claims.
2. Reviews renewals to determine if client has proper coverage. Offers
and explains various company specific additional coverages.
3. Receives phone calls and office visitors requesting quotes, changes
to existing coverage and/or new policies. Completes changes/requests
within 24 hours of receipt. Determines acceptability and placement,
completes applications or endorsements, and collects premium when
applicable.
4. Reviews existing accounts to determine if additional lines of
insurance should be solicited and does so by mail and/or phone prior
to renewal.
5. Receives and reviews all terminations and cancellations to determine
action to be taken, and takes needed action within 72 hours of
receipt.
6. Handles premium collection through form letters and requests
cancellation of policies when necessary.
7. Solicits expiration dates for policies not written by agency.
Expectations are an average of one expiration date per client
serviced.
8. Actively solicits increases in limits and/or coverages or rounding
out accounts through sales to clients at every service contact.
9. Actively seeks referrals from current client base to solicit for new
business prospects; follows up to generate new business using
prospect database and automation system. Expectation is five
referrals per week.
10. Documents all material conversations with insureds and/or carriers
regarding exposures and coverages.
11. Performs other miscellaneous duties or special assignments as
required or assigned.
Position Qualifications and Education Requirements:
- High school graduate or equivalent.
- Must have Property & Casualty insurance license as required by the
State Department of Insurance to discuss and/or sell insurance in
states where the agency functions.
- Must be an assertive self-starter with the ability to influence
others.
- Should have demonstrated effective presentation skills through both
verbal and written communications.
- Willingness to adapt to change and perform as a team player.
- Excels with time management and ability to prioritize tasks.
- Excellent customer service skills.
- Ability to adapt to changes in priorities quickly.
- Able to work harmoniously, professionally, cordially and effectively
with others, focusing upon the attainment of agency goals and
objectives through a commitment to teamwork.
- Ability to use personal computer, calculator, agency automation
system (AMS), and proficiency in various software programs,
including but not limited to PL Rating, Microsoft Word and Excel.
- Ability to read/see documents and computer screens, to communicate
in person and via the telephone and use a computer and other office
equipment.
- Is dependable and conforms to punctuality and attendance standards.
Working Conditions:
- Physical surroundings are generally pleasant and comfortable with
protection from weather conditions but not necessarily from
temperature changes.
- Normally seated with freedom of movement on a regular basis.
- Extensive operation of computers and other office equipment
requiring dexterity and coordination and frequent use of hands.
- Fast-paced multi-tasking environment.
General:
- This job description is intended to describe the level of work
required of the person performing th job.
- Essential functions are outlined; other duties may be assigned as
needs arise or as required to support the agencys essential
functions.
- This description is not intended as a contract and is subject to
unilateral change and revision by management.
- Any written contractual agreements will supersede this job
description.