First State Community Bank · 3 months ago
Personal Lines Senior Account Manager (55258)
First State Insurance Agency is a subsidiary of First State Bancshares, serving a wide range of clients across the nation. They are seeking a Personal Lines Senior Account Manager focused on building strong customer relationships and providing excellent service while coordinating with producers and other departments.
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Responsibilities
Build Customer relationships with a sense of responsiveness and sense of urgency
Maintain confidentiality in all dealings with clients and within the agency
Coordinate with other departments for soliciting additional coverage not carried by the agency
Deliver “Renewal Information” to producers and account manager on a timely basis (30 days prior to renewal)
Assist Senior AM in reviewing and updating all monthly reports distributed by accounting
Review and analyze existing coverages on expiring policies to determine unprotected or inadequately protected exposures
Work with producer to prepare updated applications and submit to carriers for marketing for both new business and renewals as instructed
Provide direction to CSR on the preparation of policies for delivery per instruction from Producer or Senior AM+
Document all transactions, activities and communications in management system
Handle customer and underwriting inquiries
Notify producer of important changes/issues and determine with producer if you or the producer should communicate or obtain needed information with/from a client or underwriter
Obtain and review information concerning coverages desired from producers and clients on renewal
Provide direction to CSR if needed to key into management system
Qualification
Required
Strong computer skills showing proficiency in Microsoft Office
Willingness to pass/maintain Commercial Lines Insurance License
Exceptional written and verbal communication and customer service skills
Strong sense of punctuality & attendance
Should be open-minded, a fast learner, enthusiastic, and adaptable
Preferred
3 to 4 years' industry specific experience preferred
Insurance designations a plus: CISR, CIC, CPCU, CLU, etc
Benefits
Competitive pay and benefits package - with variable compensation program based on team performance
401(k) with generous employer match benefit
Company
First State Community Bank
First State Community Bank is a bank that provides financing solutions, merchant payment solutions, and deposit services.
Funding
Current Stage
Late StageRecent News
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