Insurance Account Manager - Huntington National Bank
Toledo, OH
About the Job
Description
Summary:
Insurance Account Managers possess a high degree of product knowledge and technical expertise. Exercise judgment and act independently to provide account management to a high volume book or complex or specialized accounts. Prioritize effectively and respond in optimal time frames while working in a fast paced environment. Manage a significant volume of account activity while maintaining a high degree of accuracy and timeliness. Act independently to manage all aspects of complex house accounts. Demonstrate teamwork in the prospecting and production of new business and the retention of renewal business.
Duties and Responsibilities:
1. Maintain responsibility for self-management and development
+ Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
+ Record updates on goal achievements as indicated throughout year
+ Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
+ Maintain and develop product knowledge through participation in educational opportunities
+ Act as a resource for continuous improvement initiatives
2.Comply with Agency Procedures
+ Comply with corporate and agency policies and procedures and all subsequent updates
+ Adhere to agency service standards and timelines
+ Utilize agency technology and software applications including agency management systems, document management systems and workflows
+ Comply with procedures as outlined in the Huntington Employee Handbook
3. Provide Customer Service to Agency Clients
+ Respond to internal and external service inquiries within optimal time frames
+ Take ownership to provide problem resolution and respond to customer inquiries in an optimal time frame as outlined in the agency procedures.
+ Coordinate and communicate client service needs, directing and assisting team members as needed
+ Prepare and review documents including bid bonds, performance and payment bonds, license bond, commercial bond other bonds as required
+ Provide guidance to other team members as needed
+ Monitor outstanding bond requests and address in established timeframes
4.Assist in the Delivery of Agency Products and Services
+ Obtain necessary data from clients and carriers throughout the bond process
+ Deliver bonds within the established time frame
5. Participate in client appointments and meetings as requested
+ Collect and update client information throughout year
+ Participate in Agency Growth Initiatives
+ Identify account rounding and cross sell opportunities
+ Recognize referral opportunities and submit prospects as appropriate
6. Maintain Agency Data
+ Maintain and update client and bond data per agency procedures
+ Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
+ Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.
7. Assist in Colleague Development
+ Serve as a technical, product and process resource as requested
+ Assist with colleague training as requested
8. Corporate Initiative
+ Participate in corporate projects and initiatives
+ Assist with workflow development and implementation to support corporate initiatives
+ Perform other duties as assigned by management
+ Quality Assurance
+ Adhere to bank policies and procedures and comply with legal and regulatory requirements. Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled. Adhere to compliance requirements on an on-going basis. Maintain knowledge of risk-related changes that could impact assigned work functions and processes.
Basic Qualifications:
+ Bachelor’s Degree
+ Minimum 3 years' experience in Insurance Industry
Preferred Qualifications:
+ Abides by all state and federal regulations and Bank policies regarding business conduct
+ Property & Casualty License
+ Excellent Verbal and Written skills, including professional grammar and demeanor
+ Will exude enthusiasm and confidence in both internal and external relationships to the agency
+ Effective at multi-tasking
+ Proven track-record of meeting production goals
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
Summary:
Insurance Account Managers possess a high degree of product knowledge and technical expertise. Exercise judgment and act independently to provide account management to a high volume book or complex or specialized accounts. Prioritize effectively and respond in optimal time frames while working in a fast paced environment. Manage a significant volume of account activity while maintaining a high degree of accuracy and timeliness. Act independently to manage all aspects of complex house accounts. Demonstrate teamwork in the prospecting and production of new business and the retention of renewal business.
Duties and Responsibilities:
1. Maintain responsibility for self-management and development
+ Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
+ Record updates on goal achievements as indicated throughout year
+ Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
+ Maintain and develop product knowledge through participation in educational opportunities
+ Act as a resource for continuous improvement initiatives
2.Comply with Agency Procedures
+ Comply with corporate and agency policies and procedures and all subsequent updates
+ Adhere to agency service standards and timelines
+ Utilize agency technology and software applications including agency management systems, document management systems and workflows
+ Comply with procedures as outlined in the Huntington Employee Handbook
3. Provide Customer Service to Agency Clients
+ Respond to internal and external service inquiries within optimal time frames
+ Take ownership to provide problem resolution and respond to customer inquiries in an optimal time frame as outlined in the agency procedures.
+ Coordinate and communicate client service needs, directing and assisting team members as needed
+ Prepare and review documents including bid bonds, performance and payment bonds, license bond, commercial bond other bonds as required
+ Provide guidance to other team members as needed
+ Monitor outstanding bond requests and address in established timeframes
4.Assist in the Delivery of Agency Products and Services
+ Obtain necessary data from clients and carriers throughout the bond process
+ Deliver bonds within the established time frame
5. Participate in client appointments and meetings as requested
+ Collect and update client information throughout year
+ Participate in Agency Growth Initiatives
+ Identify account rounding and cross sell opportunities
+ Recognize referral opportunities and submit prospects as appropriate
6. Maintain Agency Data
+ Maintain and update client and bond data per agency procedures
+ Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
+ Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.
7. Assist in Colleague Development
+ Serve as a technical, product and process resource as requested
+ Assist with colleague training as requested
8. Corporate Initiative
+ Participate in corporate projects and initiatives
+ Assist with workflow development and implementation to support corporate initiatives
+ Perform other duties as assigned by management
+ Quality Assurance
+ Adhere to bank policies and procedures and comply with legal and regulatory requirements. Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled. Adhere to compliance requirements on an on-going basis. Maintain knowledge of risk-related changes that could impact assigned work functions and processes.
Basic Qualifications:
+ Bachelor’s Degree
+ Minimum 3 years' experience in Insurance Industry
Preferred Qualifications:
+ Abides by all state and federal regulations and Bank policies regarding business conduct
+ Property & Casualty License
+ Excellent Verbal and Written skills, including professional grammar and demeanor
+ Will exude enthusiasm and confidence in both internal and external relationships to the agency
+ Effective at multi-tasking
+ Proven track-record of meeting production goals
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
Source : Huntington National Bank