Captive Account Manager Job

Principal Purpose of Position:

• Candidates with Captive Insurance and/or Accounting experience to the front of the line
• Provide clients with expertise in the field of assigned lines of insurance along with a quality of service that maintains long-term relationships. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction.

KNOW-HOW

• Customer focused to establish and maintain effective relationships

• Disseminate appropriate needs of client as it relates to Commercial Lines Insurance

• Market Carriers for appropriate coverage

• Facilitate requests and needs of Carriers on behalf of clients
• Use independent judgment and discretion placing values and coverage’s and makes appropriate recommendations to clients with matters of insurance
• Take completed applications, including follow-up for documents required for processing in accordance with company policies and procedures
• Set the customers’ expectations and educate them on the entire Insurance process
• Follow through on transactions to ensure policies are properly issued

• Train and support staff and department on an on-going basis
• Special projects as assigned

Education and/or Training:

• High school graduate or general education degree (GED)
• College degree preferred
• Working knowledge of insurance in local area preferred

• Must have a P&C License
• Professional Insurance designation preferred, such as CIC, CISR or CPCU

Relevant Work Experience:

• Minimum of 1-3 years of Insurance experience desired
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook

Planning/Organizing/Managerial Knowledge:

• Self-confident to make sound independent decisions
• Ability to prioritize multiple tasks to meet deadlines

Communicating & Influencing Skills:

• Excellent written and verbal communication skills
• Ability to successfully interact with a variety of people and function well in a team environment

Outputs:

• Meet goals and objectives as agreed, comprehensively reviewed, and subject to modification
• Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction.
• Support and maintain the Commercial Lines Department, including staff and production.

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