First State Community Bank · 1 month ago
Personal Lines Senior Account Manager (55532)
Washington, MO
Full-time
Onsite
Senior Level
5+ years expFirst State Insurance Agency is a growing insurance and financial services organization serving most states across the nation. The Personal Lines Senior Account Manager will provide support to producers, oversee team performance, and maintain strategic relationships with carriers while managing multiple accounts.
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Responsibilities
Engage with customers, colleagues and supervisors on the phone and in person with a high level of professionalism and respect
Maintain confidentiality in all dealings with clients and within the agency
Manage multiple books of business with minimal supervision
Delegation of routine duties to prescribed teammates
Document performance and work with AVP to resolve performance issues
Ensure all renewal proposals be delivered to the producer a minimum of 30 days prior to renewal date
Review/process all assigned documents within the prescribed processing times, confirming documents are true and accurate at the time of processing
Review production reports for maintained book of business
Review and provide guidance to teammates on Proposal of Coverage documents
Ensure all agency billed policies and endorsements are processed according to procedure, following up on past due amounts when applicable
Coordinate and/or provide coaching, problem solving solutions, as well as procedural and systems training as needed, to any member of the Commercial Lines Department
Build and maintain a positive working relationship with team and Producers, having critical conversations when required
Conduct monthly team meetings to engage team in customer touch points and document interactions appropriately
Qualification
Required
Exceptional written/verbal communication skills
Proficient with Microsoft Office
Punctual with a strong attendance history
High School diploma / GED
Must possess and maintain Personal Lines insurance license
Must obtain and maintain professional designation relevant to the position
Preferred
5+ years' industry specific experience preferred
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.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Lee
Chief Operating Officer
Recent News
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