TIS Insurance
  • 31-Oct-2021 to Until Filled (EST)
  • Knoxville, TN, USA
  • Full Time

Yes


POSITION OVERVIEW

The Account Manager is responsible for assisting the broker in maintaining client relationships with a strong emphasis on account retention for the Personal Lines Department.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

  • Manage the renewal process including working with brokers and Account Managers to determine steps necessary to retain the account; updating applications
  • Market and negotiate renewal pricing
  • Order policies, preparation of policy books for delivery to clients
  • Maintain accurate and current electronic files
  • Review existing accounts to solicit additional lines of insurance and increase existing coverage and/or rounding out accounts; review nonstandard policies to move to standard program
  • Seek referrals from current client base to solicit for new business prospects
  • Stay abreast of developments in the insurance industry and changes in coverage
  • File documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions.
  • Other duties requested by the broker and/or in accordance with TIS practices which are related to the successful retention and maintenance of client relationships

QUALIFICATIONS AND SKILLS

  • High school equivalency; college degree a plus or related business work experience
  • Knowledgeable of underwriting and rating procedures for all types of personal lines products and companies
  • Minimum 1-2 years related insurance work experience
  • Required license(s), or ability to obtain licenses as required by State Department of Insurance and able to participate in seminars and other training to maintain required license(s)
  • Compliant with applicable laws
  • Strong risk management skills
  • Computer proficiency in Microsoft Office (Word, Excel and Outlook)
  • Self-starter, ability to work well independently yet function as part of a team
  • Strong communication and interpersonal skills; excellent customer service and organizational skills

PHYSICAL AND ENVIRONMENT DEMANDS

  • Job located in a professional office environment routinely uses standard office equipment (computers, phones, copy machines, manuals, filing cabinets, fax machines, etc.)
  • Standing, sitting, bending, stooping, reaching, and occasional lifting/carrying (15 pounds or less)
  • Moderate stress level
  • Prolonged activities: sitting, use of the telephone, speaking, work on a PC/computer
  • Ability to travel periodically to attend conferences or seminars to maintain licenses through continuing education and as needed to meet with clients.

Please find more information about our successful, growing company at tisins.com.

Note: The information contained is this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

TIS Insurance
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