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Holman · 2 days ago

Account Manager II - INSURANCE

Maple Shade, NJ

Full-time

Hybrid

Mid Level

$61K/yr - $87K/yr

3+ years exp

Holman is a family-owned, global automotive services organization dedicated to delivering exceptional customer experiences. The Account Manager II will provide technical support for Commercial Insurance coverage, manage client claims, and facilitate communication between clients and carriers to ensure quality service and customer satisfaction.

AutomotiveSales Automation

Responsibilities

Provide technical support to internal and external clients as it relates to placing and servicing of Commercial Insurance coverage for the Middle Market clients inclusive of:

Liaison to optimize quality of service, business growth, and customer satisfaction

Disseminate appropriate needs of client as it relates to Commercial Lines Insurance

Assist in marketing Carriers for appropriate coverage

Facilitate requests and needs of Carriers on behalf of clients

Manage client’s Claims inclusive reporting, advocacy and analytics

Maintain electronic client database

Obtain Claims data, evaluate for trends, supply Summaries, participate in Claim Reviews

Verify Coverage and Report Claims to insurers

Advocate for clients on claims, follow up on claim assignments with insurers as required

Generate Acord applications as requested

Issue confirmation of coverage and other insurance documents as required

Counsel clients and execute routine policy changes with clients and insurers

Secure “on Line” insurer Proposals, as requested

Complete Billing Worksheets and bill the policies

Follow up on timely issuance of Insurance contracts and Audits

Review policies, policy changes & Audits for accuracy

Prepare renewal “kits” as required

Update Operating Platform with underwriting data

Participate in training of new colleagues focusing on tasks that are primarily Our technical process and SOPS

Collaborate with Account Executives in assembling Marketing Submissions

Qualification

Commercial Insurance ExperienceClaims Data AnalyticsPropertyCasualty KnowledgeCISR CertificationP&C Brokerage CRMNegotiation StrategiesMS Office ProficiencyTeam CollaborationProblem Solving SkillsAttention to Detail

Required

Bachelor's degree or equivalent work experience preferred

Proficient in the use of various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)

Must hold a current Resident State license for Property and Casualty

CISR preferred or current pursuit of a Professional Designation

3-5 plus years of Account Management work in a Commercial Brokerage environment with job duties inclusive of Claim Data analytics, Client Services, application and proposal generation, Coverage need determination

History of working in a team environment a plus

Experience using a P&C Brokerage CRM

Working knowledge of core Property and casualty coverages

Basic knowledge of Executive Liability Coverages

An understanding premium development & rating methodology

Experience in interpreting contractual language as it relates to insurance

Ability to read and digest financial statements

Commercial Insurance Experience is a must

Strong math, organization, critical thinking, and problem solving skills

Proactive, organized approach to multitasking and prioritization

Independent of Supervision effectively manages time and consistently meets deadlines Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies

Demonstrates accuracy, thoroughness and effectiveness in work

Demonstrates attention to detail and commitment to doing quality work

Adjusts quickly to new or changing assignments, processes and people

Displays professionalism and remains composed when faced with challenges

Learns from experience; modifies behavior to be more effective

Recognizes one's own strengths and opportunities for growth

Able to break down problems and analyze for possible solutions

Looks to improve efficiency and accomplish objectives within own area

Ability to grow and understand the key business drivers; uses this knowledge in own work

Expands fundamental knowledge in own function and broadens skills

Decisions are guided by policies and procedures; receives moderate guidance and oversight from manager

Developing knowledge of negotiation strategies

Developing analytical and problem-solving skills

Personal skill set to establish and nurturing individual relationships at both the client and carrier level

Able to interact comfortably both over the phone and in person with insurance underwriters and brokers, prospects, clients, referral sources, business colleagues, both in and outside of the Holman group of companies

Ability to communicate complex insurance and contractual policy language in a manner easily understood by a layperson

Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers

Responds to non-standard requests; investigates with assistance from others as needed

Strong research and presentation skills

Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment

A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation

Candidates must be outgoing and able to inspire and motivate potential referral sources

Dedicated to delivering exceptional customer care to all prospects and clients of the business

Good written and verbal communication skills

Demonstrates consistency between words and actions

Consistently earns trust, loyalty and respect of others

Identifies and removes barriers to effective teamwork

Listens openly and carefully to others' ideas and suggestions; respects opposing points of view