Pepper, Johnstone & Company ยท 2 months ago
Commercial Lines Client Service Representative / Account Manager
Athens, AL
Full-time
Onsite
Senior Level
5+ years expPepper, Johnstone & Company is seeking a Commercial Lines Client Service Representative/Account Manager to assist producers in servicing a book of business. The role involves new and renewal marketing, cultivating new business, and maintaining client relationships.
Commercial InsuranceInsuranceProperty Insurance
Responsibilities
Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System
Collect complete underwriting information from walk-in/telephone/on-line prospects
Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.)
Prepare and distribute new business and renewal policies to clients
Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross-selling/account rounding)
Intelligently discuss coverage inquiries/concerns/gaps with clients and prospective clients
Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects
Conduct claims reporting and follow-up with clients and insurance carriers throughout the claims lifecycle with a sense of urgency
Build and maintain rapport with brokers, clients and insurance carrier personnel
Collect, process, and record new business deposit premiums
Work on special projects that may be assigned by management as necessary
Qualification
Required
High school diploma (required); B.A./B.S. degree preferred
Minimum of 5 years CSR/Account Management experience in insurance industry (required); experience in independent P&C insurance brokerage preferred
Must have an active P&C insurance license (required)
Knowledge of insurance industry and specific working knowledge of commercial lines (required)
Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success
Ability to prioritize multiple tasks in a fast-paced sales environment is crucial
Must be detail oriented, thorough, organized and efficient in executing tasks
Excellent communicative skills, both orally and in writing are essential
Takes the initiative to solve internal and external client problems
Must possess a positive, motivated attitude; results driven personality
Anticipates and prioritizes responsibilities to meet critical deadlines
Adapts quickly to change in systems, policies and procedures
Continues to find ways to improve and streamline business processes and workflows
Collects marketing data via phone calls/walk-ins/on-line inquiries to assess impact of marketing campaigns
Strong Microsoft Word, Excel and PowerPoint skills
Consistently looks for new challenges and opportunities to add value to both clients and organization
Preferred
B.A./B.S. degree preferred
An active Life, Health & Annuities insurance license (preferred)
Candidates with CISR, CIC, CPCU, AAI, AIS or similar designations are preferred
Benefits
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Company
Pepper, Johnstone & Company
Pepper, Johnstone & Company offers auto, home, commercial, and farm insurance services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase