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Account Manager - Personal Lines

Company: NFP
Location: Dayton
Posted on: December 5, 2019

Job Description:

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Manager will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Manager may have revenue goals and/or client retention targets.Essential Duties and Responsibilities:Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.Works with the Claims Department on relevant claims for assigned clients.Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requestsMay supervise or direct the daily job activities of the Coordinators.Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issuesKnowledge, Skills, and/or Abilities:Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.Self-confident to make sound independent decisionsAbility to successfully interact with a variety of people/personalitiesStrong leadership skillsMust be able to read, analyze and reconcile financial reportsPossess technical expertise plus good analytical and problem-solving skillsAbility to handle situations in a calm, courteous and professional manner.Strong attention to detail, decision making skills and problem resolution.Education and/or Experience:High school diploma and equivalent work experience.Typically more than 5 years industry and product line experience.Certificates, Licenses, Registration:P&C Insurance License requiredCIC, CPCU or other P&C designation preferred.Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

Keywords: NFP, Dayton , Account Manager - Personal Lines, Executive , Dayton, Ohio

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