[Remote] Commercial Account Manager

Note: The job is a remote job and is open to candidates in USA. Pharmacists Mutual Insurance Group is seeking an Account Manager to support Business Development Executives in servicing and developing their insureds' P&C insurance programs. The role involves marketing and selling insurance products based on client needs and managing existing accounts to foster long-term relationships.

Responsibilities

• Meet or exceed assigned production goals established by management
• Coordinate sales and retention activities with Business Development Executives in assigned territory
• Manage existing insureds' accounts to create long-term relationships
• Proactively contact current insureds to upsell or round out accounts
• Pursue opportunities for account growth and new business, involving Business Development Executives and other key internal partners
• Provide regular and proactive communication with internal and external partners. Provide strong team representation and set proper member expectations
• Provide timely and accurate coverage analysis and insurance proposals and effectively communicate to insureds
• Understand and apply underwriting guidelines
• Properly rate insurance proposals
• Attend and participate in meetings and conventions as requested
• Provide superior customer service while ensuring timely coverage analysis and detailed documentation supporting conversations and consumer decisions

Skills

• High School Diploma or equivalent and 3 years of related experience; or
• Associate's Degree or equivalent and 1 year of related experience; or
• Bachelor's Degree
• High School Diploma or equivalent and 5 years of related experience; or
• Associate's Degree or equivalent and 3 years of related experience; or
• Bachelor's Degree and 2 years of related experience
• Possess Property, Casualty, Life & Health licenses or obtain within 60 days of hire
• Demonstrates knowledge of insurance principles, practices, and products
• Designs and executes effective strategies to identify member's and prospect needs independently
• Build relationships with members to support ongoing business opportunities and new member opportunities
• Demonstrates expert knowledge of insurance principles, practices, and products
• Demonstrates ability to train and mentor a level I Account Managers
• Demonstrates ability to efficiently identify member and prospect needs
• Execute on cross-sell and retention marketing programs
• Meet or exceed assigned production goals established by management
• Coordinate sales and retention activities with Business Development Executives in assigned territory
• Manage existing insureds' accounts to create long-term relationships
• Proactively contact current insureds to upsell or round out accounts
• Pursue opportunities for account growth and new business, involving Business Development Executives and other key internal partners
• Provide regular and proactive communication with internal and external partners. Provide strong team representation and set proper member expectations
• Provide timely and accurate coverage analysis and insurance proposals and effectively communicate to insureds
• Understand and apply underwriting guidelines
• Properly rate insurance proposals
• Attend and participate in meetings and conventions as requested
• Provide superior customer service while ensuring timely coverage analysis and detailed documentation supporting conversations and consumer decisions
• Ability to build relationships and conduct business within assigned territories by phone, marketing, email, and provide outstanding personalized service
• Strong telephone sales and customer service skills
• Thorough knowledge or the ability to acquire such knowledge in a short period of time of principles and practices of insurance underwriting, insurance sales, and collection and interpretation of data
• Ability to use initiative and apply innovative thinking
• Strong organizational skills and ability to prioritize work
• Ability to establish and maintain effective working relationships in a team environment through effective written and oral communication
• Ability to work independently to make critical decisions and analyze complex issues
• Ability to interpret and apply laws, rules and regulations
• Ability to obtain and utilize sensitive information discreetly and objectively
• Above average office skills, including: Record-keeping and documentation, Report generation, Typing, Written and Verbal Communication, Telephone, Attending and hosting virtual meetings, Computer and software (including but not limited to Microsoft Word and Excel)
• Ability to read, interpret, and input data efficiently and accurately
• Demonstrated understanding of when to escalate concerns to the appropriate level of management
• Possess one of the following industry related certifications or similar: Associate in Insurance (AINS), Associate in Personal Insurance (API), Certified Insurance Service Representative (CISR), Accredited Advisor in Insurance (AAI), Associate in Insurance Services (AIS), Accredited Customer Service Representative (ACSR)

Benefits

• Annual discretionary bonus
• Health, Dental, Vision & Life coverage
• 401(k) with Company Match
• Paid Time Off
• 8 Paid Holidays
• Volunteer Time Off
• Paid Parental Leave
• Hybrid/Remote Work Options
• Employee Assistance Program
• Tuition Reimbursement

Company Overview