Founded in 1961, Hoffman Brown Company serves both individual clients, as well as a remarkable range of businesses and institutions. Hoffman Brown keeps a relentless focus on the satisfaction of their clients, which is why nearly 95% of their clients were referred by existing clients. HBCs success in the marketplace is tied to its ability to create a positive, cooperative work environment built around teamwork, professionalism, personal satisfaction, client empathy and service to both clients and community.
HBC, an Acrisure agency partner, has a current need for a full-time Personal Lines Account Manager. This individual is responsible for professionally controlling the day-to-day affairs of our accounts. The Account Manager is broadly responsible for internal management of our insurance customers including analyzing policies, planning workflow, and controlling marketing.
Essential Duties and Responsibilities:
Run necessary reports, i.e. MVRs, Risk Meter, Replacement Cost Estimator, etc.
Decide on markets to approach and prepare submissions to carriers
Evaluate quotes received and prepare proposals to present to clients
Send bind request to carrier and prepare binders, evidence of insurance and I.D. cards for the insured
Reviews and analyzes all new and renewal policies prior to invoicing (if applicable) and forwarding to insured
Coordinate inspections with insured and inspection company hired by the carrier
Evaluates completed appraisals/inspections and forward to the insured listing the inspectors findings, recommendations, and requirements
Receive and review all terminations and cancellations and decide on action to be taken
Handle premium collection through form letters and request cancellation of policies when necessary
Process all invoices
Control follow ups for receipt of all endorsements and audits and process them in a timely manner
Document client files and system database in accordance with established policies and procedures. This includes updating of accounts, maintaining action items, binders and expirations
Must analyze options to be explored in terms of coverage, limits, deductibles, pricing, etc.
Obtain information on each risk and evaluate which markets to approach
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
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.
Education and Experience:
High School Diploma, required
Property/Casualty Broker/Agent license, required
At least 1 years experience with Applied Epic, required
Broad personal insurance knowledge with 5+ years of industry experience and/or demonstrated ability to successfully handle larger and more complex accounts, required
College degree, preferred
Other applicable insurance designations (i.e. CPCU, CIC, CISR, etc.), preferred
Other Qualifications:
Excellent business writing skills
Excellent communication and organization skills
Computer skills necessary to perform the essential functions of the job (i.e. Excel, Word and insurance software)
Ability to act as a role model and educate those who are striving to enhance their current position
Achieve and maintain a high level of customer service with clients, vendors, and companies
Participate in monitoring adherence to professional standards and procedures
Communicate with co-workers in a courteous and professional manner to provide continuity, uniform procedures and agency-wide communication and high morale
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.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.
Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperature-controlled, non-smoking office
Workstations are cubicles with moderately high sides
The noise level in the work environment is usually moderate
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.