First United Bank

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The Position

Job Title

Insurance Senior Account Manager

Job Description

SUMMARY

The primary role of an Insurance Senior Account Manager is to service our customers. The Senior Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating/margin targets and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Services Commercial Lines Book of Business, including:
• Builds and solidifies relationships with existing clients by providing ongoing customer care
• Endorsements
• Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Assists Claims Coordinator (when needed)
• Creates new/renewal business submissions
• Loss runs (create letters, order loss runs / obtain/order experience modifiers)
• Gathers & helps complete supplemental applications & supporting documentation
• Issues certificates, evidence of insurance, auto id cards, and binders
• Processes and mails out policies
• Creates proposals for Producers
• Cancellation tracking and processing (pending and cancelled)
• Audit tracking
• Issues and Processes Bonds
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Supports one or more Producers and is the first line of contact when the Producer is not available
• Remarkets accounts when necessary
• Account rounding for existing Commercial Lines business
• Rating and Comparisons
• Builds carrier relationships and keeps up with carrier updates and underwriting information
• Maintains complete and accurate client and policy data and documents within the operating systems

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

Education and Work Experience

• High School Diploma or GED equivalent, College Degree preferred
• 3-7 years Commercial Lines insurance account management experience is required
• Oklahoma and TX Property & Casualty Insurance License
• Thorough knowledge of commercial lines coverages and markets
• Experience with handling large, complex risks
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical/Functional Competencies

• Proficient in PC operating systems – Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano-ParkwoodIf any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.