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Company

Bishop White Insurance & Financial Services, Inc. · 2 days ago

Commercial Lines Account Manager

Des Moines, IA

Full-time

Remote

Entry, Mid Level

3+ years exp

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Insurance

Hiring Manager

Jason Grams, CIC

Insider Connection @Bishop White Insurance & Financial Services, Inc.

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Responsibilities

Networking is a fundamental part of the sales process. The CL Account Manager will join community organizations, attend networking functions, and actively seek out opportunities to expand their social and business contacts.

The CL Account Manager will engage in both traditional and digital marketing activities, such as publishing mail and email campaigns, or maintaining an active social media presence.

Networking and marketing activities can serve to fill the pipeline of new prospects, but the primary responsibility of the CL Account Manager is sales. This will include outbound solicitations by email, phone, and in person, in order to engage businesses to become customers, and to reach predetermined sales goals.

New customers reach our organization through multiple channels, in addition to the sales activities of our agents. For example, from key-word searches online, from ‘agent locators’ on the websites of the insurance companies we represent, and from the social and business networks of our associates. Our most important source for new business though, is referrals from our existing clients.

The CL Account Manager will be responsible for:

Responding to inbound inquiries from prospective CL customers.

Providing education about CL coverages.

Completing applications for various insurance companies’ products on behalf of the prospective client.

Assisting the prospect with evaluating options and purchasing new insurance policies.

Following up as needed to successfully engage and on-board new clients.

These activities require a Property & Casualty insurance license.

Commercial Lines products (insurance for small and medium sized companies) make up an important segment of our business. As these policies renew annually, the CL Account Manager will review each client’s portfolio, analyze changes made by the insurance company, and make pro-active contact with the customer to provide input, guidance, and recommendations.

These renewal activities will help the CL Account Manager achieve predetermined client retention goals.

This customer consultation also requires an insurance license.

Correctly handling an insurance claim is one of the most important functions of an agency.

The CL Account Manager will assist their business clients when they have an accident or loss, by:

Responding as quickly as possible, and prioritizing claims assistance over many other activities.

Helping the client file an insurance claim when warranted, and explaining the steps in the process.

Advising the client about when •not• to file an insurance claim.

Following up to ensure that the customer’s needs have been resolved by the insurance company.

Taking the appropriate steps to update the client’s policy, if changes are needed as a result of the claim.

The CL Account Manager will navigate the technology platforms of major insurance companies, such as Nationwide, Progressive, or Columbia Mutual, and will interact on a daily basis with personnel of the insurance companies we represent (underwriters, claims professionals, service staff, etc.).

The CL Account Manager will enter and maintain prospect and client information in Bishop White’s agency management system.

The CL Account Manager will also be responsible for non-licensed insurance tasks, such as responding to requests for certificates of insurance from third parties, assisting clients with questions and inquiries, and making required updates to policies.

Qualification

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Property & Casualty licenseSales experienceInsurance industry experienceCIC designationCPCU designationClient relationship managementNetworking skillsDigital marketingClaims assistanceAgency management system

Required

Bachelor’s degree or equivalent work experience is required.

Property & Casualty license in good standing is required.

Minimum 3 to 5 years of professional experience (insurance, general business, sales, etc.).

Preferred

Completion of Property & Casualty and Life & Health license programs will be required within 30 days of beginning the CL Account Manager role.

Additional industry designations such as CIC or CPCU are preferred.

Preferred candidates will have 5+ years of experience within the insurance industry, in sales, service, claims, underwriting, or other front-line roles.