Business Account Manager

GENERAL PURPOSE:

The Account Manager is responsible for supporting the Risk Advisor and/or Account Executive with daily service requests and retaining accounts. The Account Manager essential functions include handling policy inquiries, service requests, changes, quotes and billing inquiries.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Supports the Risk Advisor and/or Account Executive with servicing business and retaining accounts.
• Responsible for independently handling client service requests and mid-level service issues.
• Develops relationships with clients and responds to client request in a timely manner.
• May service small business accounts.
• Quotes new lines of business and remarkets existing business.
• Assists team with the renewal process.
• Refers current clients to other services within to Hummel Group.
• Assists clients with making coverage changes. Determines if delayed or advanced billing is appropriate and invoices accordingly.
• Reviews clients account with them upon each contact to ensure account is up-to-date and no other services are needed.
• Identifies exposure to loss and recommends appropriate coverages to client or relays to Account Executive/Risk Advisor to review with client.
• May specialize in niche market.
• Mentors new account managers or assistant account managers.
• Manages customer activity with AMS360 and ImageRight for maximum efficiency and accurate documentation and follow-up.
• Other job duties as assigned.

REQUIREMENTS:

Education or Experience

• Two-years previous experience in Commercial Insurance Accounts preferred.
• High School diploma or equivalent required.
• Must obtain a state property and casualty licensure and maintain ongoing education requirements.
• Must have a current driver license and an insurable driving record.

 Working Environment/Physical Activities

• General office work environment
• Requires the regular use of arms, hands, and fingers
• Frequently required to sit for extended periods of time, reach with arms and hands, stand, walk, stoop, talk, and hear
• May be required to lift and/or move up to 10 pounds

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.