Haas & Wilkerson Insurance · 2 weeks ago
Account Manager, Recreation
Fairway, KS
Full-time
Hybrid
Mid, Senior Level
3+ years expHaas & Wilkerson Insurance is a family-owned agency that has been serving the family entertainment industry since 1939. The Account Manager role focuses on supporting clients in the entertainment sector by building strong relationships, providing exceptional service, and ensuring business retention for existing accounts.
Financial ServicesInsurance
Responsibilities
Build and maintain strong relationships with assigned clients through effective communication, quality service, responsiveness and accuracy
Meeting or surpassing our client service expectations in accordance with agency standards and workflows
Provide needed information to and resolution of issues for clients
Maintain working knowledge of client data including policy information, significant dates and deadlines, and changes to client records
Complete client servicing tasks related to new and renewal business including applications, marketing, rating, quoting, and ordering policies
Maintain current and accurate client databases and electronic files
Adhere to agency and departmental policies, processes and procedures, including errors & omission standards
Assist in account processing by preparing pre-renewals and proposals, invoicing, and checking policies
Resolve issues relating to accounting or client billing
Escalate or advise the Account Executive, Producer and/or Client Services Director on client issues as appropriate
Qualification
Required
A bachelor's degree from a four-year university or college is strongly valued
A High School diploma or GED is required
Candidates must have at least three (3) years of experience in servicing commercial insurance accounts
The ability to read and interpret contracts is critical
Candidate must have their State Property and Casualty License or the ability to obtain license within 60 days
Excellent written, verbal, and interpersonal communication skills
Service-oriented with a sense of urgency to meet time sensitive deadlines
Ability to excel in a rapidly changing environment
Strong organizational skills
High detail orientation
Proficiency with Microsoft Office programs
Preferred
Five (5) years of experience in servicing commercial insurance accounts
Experience using an agency management system is highly valued
Previous experience utilizing Vertafore products is ideal
The ideal candidate is a self-motivated individual with a broad knowledge base of foundational insurance principles for various business industries
Previous experience working for an insurance broker is highly preferred
Benefits
Affordable health insurance with three plan options
Generous 401(k) match of 6% of your compensation
Paid maternity and paternity leave
Hybrid work arrangement
Excellent PTO program (up to 5 weeks off annually based on tenure)
Competitive pay with annual salary increases
Ten paid holidays, including your birthday
Casual dress attire every day
Bonuses for milestone anniversaries, holidays, and referrals
Flexible schedules to support your family
Opportunities to give back through community campaigns and volunteer events
Financial support for professional certifications and continuing education
A leadership team that is truly engaged and invested in your growth
Company
Haas & Wilkerson Insurance
Haas & Wilkerson Insurance is an insurance company offering employee benefits and commercial insurance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Wilkerson
President & CEO
Company data provided by crunchbase