Account Manager - Property & Casualty

Kunkel Inc; Dubuque (IA); On-site; USD 50,000 - 75,000; Full time

Job summary

A leading insurance firm in Dubuque is seeking an Account Manager to assist Sales Executives with their client and prospect insurance programs. Responsibilities include analyzing insurance data, building client relationships, and ensuring quality service. The ideal candidate has 1-3 years of experience in P&C insurance or a related field, holds a current resident P&C license, and possesses strong skills in Outlook, Word, and Excel.

Qualifications

• 1-3 years experience in P&C or related field.
• Must hold a current resident P&C license within 30 days of being hired.
• Maintain continuing education credits as needed.

Responsibilities

• Accompany the Sales Executive on prospect and renewal presentations.
• Analyze insurance data to ensure clients have appropriate coverage.
• Build and maintain relationships with clients.

Skills

P&C insurance experience

Strong Outlook skills

Strong Word skills

Strong Excel skills

Excellent communication skills

Education

BA or BS or applicable job experience

Job description

Position Summary

Account Managers are responsible for assisting Sales Executives in the servicing and development of their clients’ and prospects’ P&C insurance programs.

Key Responsibilities

• Accompany the Sales Executive on prospect and renewal presentations and service plans
• Implement/monitor clients’ service plans
• Analyze insurance data to ensure that clients have the appropriate coverage
• Build and maintain relationships with clients to include providing high-quality service/prompt responses
• Ensure timely premium collection from clients
• Develop relationships with underwriters to negotiate premiums, terms, and conditions on behalf of the client
• Develop marketing plans to ensure the best P&C insurance programs
• Round out accounts by selling additional coverages that clients need
• Provide assistance to the Associate Account Executives in training
• Other duties as assigned

Requirements

Skills/Qualifications

• BA or BS or applicable job experience
• 1-3 years experience in P&C or related field
• Must hold a current resident P&C license within 30 days of being hired. A pre-licensing course is provided.
• Employees have a maximum of two attempts to pass the exam. If employee fails to pass within two attempts employment will be terminated.
• Maintain continuing education credits as needed
• Must have strong Outlook, Word, and Excel Skills
• Ability to work in a fast-paced environment while adapting to changing deadlines and priorities
• Excellent verbal and written communication skills required

Physical Demands

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. This position involves sitting most of the time, but may involve walking or standing for brief periods of time.