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Account Manager - Insurance (Commercial Agriculture)

Company: NFP
Location: Spokane
Posted on: April 8, 2021

Job Description:

As an Account manager, you'll provide clients with expertise in the field of Commercial Agriculture Lines 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. Support and maintain the Commercial Lines Department, including staff and production.ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.Service of Commercial Agriculture Lines InsuranceDisseminate appropriate needs of client as it relates Commercial Agriculture InsuranceFacilitate requests and needs of Carriers on behalf of clientsEnter client/prospect data into Agency Management System (EPIC)Secure and prepare summaries of clients' historical Loss Data (using Excel & EPIC)Assist Account Executives with marketing Carriers for appropriate coverage as neededUse online carrier tools to develop quotationsPrepare pre-renewal information for client's review and approvalUpdate client proposals (Word Tables)Process completed applications, including follow-up for documents requiredRequest policy changes as requested by client, Account Executive or ProducerCheck Policies, Endorsements and Policy Audits for accuracyBill policy transactionsFollow through on transactions to ensure policies are properly issuedWork on special projects as assigned at the direction of Account Executive and office leadershipKNOWLEDGE, SKILLS, AND/OR ABILITIES: 2+ years' experience working in a Property & Casualty Insurance AgencyUnderwriting and rating experienceExcellent written and verbal communication skillsSelf-confident to make sound independent decisionsAbility to successfully interact with a variety of peopleCustomer focused to establish and maintain effective relationshipsIntermediate level of knowledge and experience of Microsoft Office, specifically Word, Excel and OutlookPossess good analytical and problem solving skillsSelf-motivatedStrong attention to detail, decision making skills and problem resolutionAbility to handle situations in a calm, courteous and professional mannerAbility to prioritize multiple tasks to meet deadlinesAbility to interact with a variety of people/personalities and function well in a team environmentExperience with TAM Agency Management SystemEDUCATION AND/OR EXPERIENCE: High School graduate or general education degree (GED), college preferredPrevious P insurance office experience desiredCERTIFICATES, LICENSES, REGISTRATION: Must have P Insurance LicenseProfessional insurance designation preferred (such as CIC, CISR, CPCU, etc.)Who We AreWe're NFP, a four-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, and 2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe businessispersonal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit:https://www.nfp.com/What We OfferNFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.NFP and You... Better. Together.NFP is an inclusive Equal Employment Opportunity employer.

Keywords: NFP, Spokane , Account Manager - Insurance (Commercial Agriculture), Executive , Spokane, Washington

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