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Account Manager - Commercial Lines Germantown

Klinger Insurance Group

Account Manager - Commercial Lines

Full Time • Germantown
At Klinger Insurance Group our purpose is to help embrace teamwork and provide amazing service to all our clients. That’s why we provide an environment that focuses on openness, trust, and respect. We have received numerous awards for diversity and inclusion. We have been recognized by Insurance Business America Magazine as the Employer of Choice. Klinger Insurance Group is recognized as one of the leading and trusted independent insurance agencies and brokerage firms in Germantown, MD. The company services the Washington, D.C. metropolitan area and we are licensed in twenty-three states. Klinger Insurance Group was founded in 1993. We act as agents, advisors, administrators, and brokers. Klinger Insurance Group strives to ensure that our clients receive the most cost-effective, comprehensive coverage that addresses both present and future needs. To learn more, visit our website at www.klingerinsurancegroup.com.

The primary responsibility of this position is to provide top-notch service to clients while also cross-selling and account-rounding within the existing book of business. The Account Manager (AM) will serve as the insurance company's primary point of contact with the designated accounts. In collaboration with Producers and/or Account Executives, the AM will manage and control client relationships. Contract analysis, coverage and exposure analysis, endorsement activity, routine coverage, billing questions, problem-solving, renewal control, quote/proposal preparation, binding coverage, claim reporting, and follow-up will be part of daily client servicing. As needed, the AM will assist the Producer(s) with the above functions.

Responsibilities:
  • Client retention is the number one priority
  • Upselling and Cross selling to existing clients
  • Quote follow up and writing new business
  • Complete monthly production logs
  • Provide clients with consistent, accurate, timely, and relevant communication.
  • Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
  • Maintain constructive and effective client relationships by meeting and exceeding expectations.
  • Resolve any service issues or questions.
  • Inform and educate clients about coverage, exclusions, and exposures, and maintain appropriate electronic files.
  • Respond to client needs by accurately and on time providing/producing binders, certificates, policies, auto id cards, proof of insurance, and other related items.
  • Monitor and review client satisfaction.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Follow established agency procedures for effective utilization of the agency management system.
  • Take advantage of opportunities for personal and professional development such as continuing education, professional designations, and in-house training.
  • The Account Manager will collaborate with Producers on strategic account issues and potential problems as needed.
Requirements:
  • Associates, BA/BS preferred. HS Diploma required.
  • P&C Insurance License required.
  • At least 3 years of Commercial Lines experience as an Account Manager
  • Experience with commercial auto, property, general liability, umbrella, inland marine, workers' compensation, and flood insurance, among others.
  • Highly organized with strong verbal and written communication abilities.
  • Attention to detail, and decision-making abilities.
  • Ability to prioritize multiple tasks to meet deadlines.
  • Customer-focused to establish and maintain effective relationships.
  • Strong analytical and problem-solving abilities are required.
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook.
  • Ability to analyze and understand the company for risk selection.
  • Demonstrating to work independently is required.
  • Experience with Management Systems (EPIC) is highly desired.
Compensation: $50,000.00 - $55,000.00 per year




This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

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Benefits of working as an Independent Insurance Agent

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)