Duncan Financial Group Personal Lines Account Manager- Hybrid in Canfield, Ohio
At Duncan Financial Group, our mission is to help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.
Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Easy Apply- Send resumes directly to the human resources department with the job title as the subject line- email@example.com
Duncan offers a robust benefits package with the following:
Hybrid work arrangement (office/remote)
Five United Healthcare Medical plans to choose from, one of which is 100% free for employees and their families
United Healthcare Dental plan- free for employees
United Healthcare Vision plan
Company paid Life Insurance with additional supplement life options for employees and their families
Short Term Disability
Company Paid Long Term Disability
401(k)- Company Match (Safe Harbor)
Supplemental insurance including Critical Illness, Accident, Prepaid Legal
PTO with prior employer matching
Financial support of continuing education and additional development and certifications
Bonus program for suggested certifications
Social and Philanthropic opportunities
Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:
Maintaining a high level of client service and satisfaction
Marketing & placement of renewal accounts as appropriate
Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
KNOWLEDGE, SKILLS & ABILITIES
Ability to multi-task, accuracy, dependability, sense of integrity, and self-motivated
Ability to meet deadlines timely
Strong written and verbal communication skills
Exceptional organizational skills
Relationship Building Skills
Support Producers’ sales efforts by handling accounts once bound
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
Participate in any special projects at management’s request.
Other duties as assigned
SPECIFIC EDUCATION OR EXPERIENCE
Appropriate State license(s).
Favorable certifications include CISR or ACSR designation; currently enrolled in INS or API program.
Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency
Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes
Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
Familiarity with risk assessment and risk management techniques
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Keen attention to detail
Confidentiality of financial, employee, and consumer information
Excellent customer service skills
To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at www.duncangrp.com/careers
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