SUMMARY
We are seeking a dedicated and experienced professional to join our team as a Property & Casualty Account Manager with proven cross-selling experience. This role primarily focuses on providing exceptional customer service and comprehensive account management support to our clients while also contributing to new business development. The ideal candidate will have strong communication skills, a solid background in account management, and the ability to work collaboratively within a team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Account Management:
- Support the Senior VP (SVP) of the P&C unit and Marketing team in developing new business opportunities for existing clients and prospects.
- Initiate the renewal process for existing clients and create renewal strategies with the SVP.
- Analyze and compare current exposures to develop renewal or new business specifications for marketing.
- Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
- Review and summarize marketing results and prepare proposals.
- Finalize proposals and presentations in coordination with the SVP.
- Bind insurance coverage and prepare binders and/or delegate certificates issuance.
- Review policies for accuracy and review contracts.
- Prepare summaries and/or schedules of coverage for clients.
- Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
- Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication.
- Provide technical guidance to staff assisting with client needs or procedural issues.
- Notify brokers of pertinent information related to client retention.
- Meet with clients as needed or directed by SVP.
- Engage in optimal and appropriate usage of applicable agency management systems.
- Perform other duties as assigned.
Business Development and Sales:
- Achieve sales goals through generating new business and cross-selling to existing customers.
- Identify and qualify sales leads from various sources.
- Develop proposals based on industry knowledge to meet client needs.
- Build and maintain positive business relationships with prospective and existing clients.
- Develop and maintain an effective network within the business community and industry.
- Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
- Coordinate with management on sales campaigns.
- Positively and proactively represent the company in meetings, seminars, trade shows, and network events.
EDUCATION / EXPERIENCE*
- Associate degree or equivalent combination of education and experience.
- 6 - 8 years in insurance brokerage, carrier, or related business-to-business sales experience.
- Must continue to meet Continuing Education (CE) requirements for license renewal.
- Encouraged to complete Career Path requirements as communicated by supervisor.
- Willing to work remotely
SKILLS
- Excellent oral and written communication skills.
- Ability to work within a team and foster teamwork.
- Ability to work independently
- Excellent customer service skills, including telephone and listening skills.
- Good leadership, problem-solving, and time management skills.
- Proficient in Microsoft Office Suite.
- Proficient in Agency Management System – AMS 360.
- Must be personable, highly motivated, goal-oriented, and organized.
- Superior written and verbal communication and presentation skills.
- Excellent organizational, time management, and follow-up skills.
- Good teamwork skills with the ability to work with minimal supervision.
- College degree and current insurance licensing are preferred.
Job Type: Part-time
Pay: From $25.00 per hour
Benefits:
Weekly day range:
Work setting:
License/Certification:
- Insurance Producer License (Required)
Work Location: Hybrid remote in Chicago, IL 60604