Account Manager, Select Accounts at Convelo… · Overland…

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.

Member Company: Lamb Insurance Services

The Account Manager is responsible for the retention and servicing needs of our clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

Key Responsibilities:

• Provides excellent customer service to a dedicated book of business and recommends potential enhancements and improvements to processes, products and/or policies.
• Proactively understands the requirements and needs of a client account and ability to multitask in a fast-paced environment.
• Responsible for renewing, servicing and retaining client business. Coordinates market selections for new and renewal business on designated accounts.
• Responsible for driving the entire customer renewal process and experience on designated accounts.
• Develops and maintains dependable working relationships with key carrier partners, underwriters, and wholesalers.
• Gather competitive intelligence and rely to internal parties as requested.
• Identify and pursue cross selling opportunities on existing accounts.
• Responsible for completing routine service requests in a timely manner such as: cross selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
• Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
• Protects the confidentiality of information learned by performing the duties of the position.
• Performs other responsibilities and duties as needed.

Qualifications:

• Bachelor’s degree preferred or equivalent education and/or experience in insurance.
• A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages.
• A minimum of 3-5 years of client services experience within the brokerage industry or equivalent.
• Current P&C insurance license.
• Excellent organization, communication, and negotiation skills.
• Understanding of commercial rating concepts, compliance requirements and federal legislation.
• Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
• Ability to prioritize heavy workloads and meet all time sensitive deadlines.
• Proficient in Microsoft Office software.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.

Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority