Position Details
- Job Title: Account Manager
- Department: Commercial Lines
- Division: Large Commercial
- Reports To: Designated Commercial Lines Service Team Supervisor
- Contract: No
- FLSA status: Non-exempt
Position Description
The Account Manager is primarily responsible for the ongoing servicing of our commercial clients and maintaining a partnership with the Commercial Lines Producer to support business development activities. This position is often the primary day-to-day contact for the client and addresses questions, service needs, and vendor management interventions. The Account Manager services their assigned book of large commercial accounts and uphold our heroic level of customer service standards.
At Henderson Brothers, our Commercial Lines division works in a team capacity. The Account Manager is a core member of the team. Working with the Producer, Associate Account Manager, and Account Support Representative, the Account Manager possesses an overarching knowledge of all moving components of each client account.
Primary Responsibilities & Duties
- Complete ongoing daily service needs of Large Commercial client accounts in a proactive and effective manner.
- Inform and educate clients about coverages, exclusions, exposures, and audits to identify opportunities to round out accounts and improve customer program
- Provide consistent, accurate, and timely communication to clients & vendors
- Maintain accurate and complete records of all activities related to clients in internal CRM, following established workflow and standards
- Conduct proactive client renewal process, soliciting support from team members
- Attend client facing accountability/renewal meetings with producers as available
- Expand and maintain working knowledge of Property & Casualty plans, additional services offered in the department, and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs
- All other duties as assigned
Position-specific Competencies
- Detail-oriented
- Analytical
- Perseverance
- Business Acumen
- Effective Communication
HBI Competencies
- Integrity: Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics.
- Heroic Service: White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations.
- Teamwork: Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group.
- Kindness: Shows concern and consideration for others. Is generous with time, talent, and overall possess a willingness to help.
Qualifications
- Bachelor’s degree preferred
- 3+ years of property & casualty account management experience
- Property & Casualty Agency License required prior to hire
- Expertise in property & casualty policy management
- Exceptional organizational and administrative skills
- Demonstrated ability to manage multiple tasks and work efficiently under pressure
- Professional communication skills (including listening, speaking and writing)
- Ability to work effectively in a team atmosphere
- Proficient in Microsoft Office
- Willingness and ability to learn
Work Environment
While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.
EEO Statement
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.