Commercial Lines Account Manager - Pittsburgh, PA

First National Bank (FNB Corp.) - Pittsburgh, PA

- Mid Level

Pittsburgh, PA

Funds, Trusts, and Other Financial Vehicles

About the position

The Account Manager's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for an assigned book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.

Responsibilities

• Manage client relationships and ensure superior service.
• Receive phone calls from clients and carriers and comply with requests.
• Work independently to resolve client issues and discrepancies with some assistance from sales executive when needed.
• Coordinate with sales executive to discuss renewal strategy and prepare professional insurance summary.
• Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to clients.
• Maintain fluency in all company interfacing and product guidelines for rating and making changes.
• Responsible for the data integrity of information within the agency management system.
• Maintain and prioritize workload, including work assigned to Account Technician by AM.
• Maintain familiarity with and follow agency workflows and procedures.
• Perform contract review with respect to insurance requirements and issue non-standard certificates.
• Maintain suspense system to follow up on outstanding items.
• Collaborate in a professional manner with all clients, carriers and teammates.
• Perform other related duties and projects as assigned.

Requirements

• High School or GED.
• 5 years of job-related experience.
• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Excellent customer service skills.
• Ability to use a personal computer and job-related software.
• Basic level of MS Word.
• Intermediate level of MS Excel.
• Basic level of MS PowerPoint.
• Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.
• Property and Casualty Insurance License in state of PA required.

Nice-to-haves

• Insurance designation preferred.