Middle Market Account Manager

Tedford Insurance
  • Muskogee, OK
  • Instant Apply
4 days ago

Job Description

We have an exciting new opportunity for a Middle Market Account Manager in our Commercial Lines Department at Tedford Insurance.

GENERAL SUMMARY:
Responsible for professionally managing and retaining assigned client accounts.  Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
PRIMARY RESPONSIBILITIES:
* Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
* Develop account marketing strategies.
* Prepare proposals and summaries of insurance as needed.
* Respond to client requests for information, documents, and general insurance related inquiries.
* Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.  
* Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.  
* Prepares reports for management as required or requested.
* Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
KNOWLEDGE, SKILLS & ABILITIES:
* Exceptional verbal and written communication skills.
* Quality Management - demonstrates attention to details.
* Outgoing, goal driven, and detail orientated.
* Advanced organizational leadership skills required.
* Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
* Proficient with Microsoft Office Suite, AMS and/or related software.
* Proficient in typing and data entry.
* Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
* Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
EDUCATION, LICENSES AND EXPERIENCE:
* High School diploma or equivalent required.
* Must have a valid Oklahoma Property & Casualty Insurance license.
* Industry designations such as CIC and CISR are preferred.
* Must have a minimum 2 years of Commercial Lines Account Management experience.
* Valid Drivers License.
BENEFITS:
401(k)
* 401(k) matching
* Health insurance
* Dental insurance
* Vision insurance
* Employee assistance program
* Flexible spending account
* Health savings account
* Life insurance
* Paid time off


Numbers & Facts

LocationMuskogee, OK

Skills

  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Retention/Renewalunmatched
  • Customer Support/Serviceunmatched
  • Data Entryunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Driver's Licenseunmatched
  • Establish Prioritiesunmatched
  • Insuranceunmatched
  • Insurance Documentationunmatched
  • Insurance Salesunmatched
  • Leadershipunmatched
  • Marketingunmatched
  • Marketing Strategyunmatched
  • Microsoft Officeunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Property and Casualty Insuranceunmatched
  • Proposal Writingunmatched
  • Quality Managementunmatched
  • Reporting Skillsunmatched
  • Request for Information (RFI)unmatched
  • Resolve Customer Issuesunmatched
  • Sales Managementunmatched
  • Sales Strategyunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Transaction Processing/Managementunmatched
  • Typingunmatched
  • Underwritingunmatched
  • Writing Skillsunmatched

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