Blue Ridge Risk Partners Hiring for Insurance Account Manager Full Time

Position Title: Insurance Account Manager

Job Classification: Non-Exempt; Full Time Position

Responsible to: Division Manager

Job Summary:

The Insurance Account Manager is responsible for analyzing a prospect’s needs and finding customized insurance products to meet those needs. This position will assist with client remarkets and cross sell opportunities. The Insurance Account Manager performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency.

Supervisory Responsibilities:

• Not Applicable

Essential Functions:

• The Account Manager analyzes prospect’s needs and pricing for new business and markets accordingly. Applies product knowledge, market changes, and underwriting skills to work with New and Existing clients to provide recommendations and suggestions regarding new business, servicing, remarket and cross sell opportunities.
• Interacts with underwriters to discuss new business opportunities, underwriting, coverage questions and pricing.
• The Account Manager completes and reviews quotes for requested coverages and pricing, negotiates any changes that are required, and determines the appropriate product to utilize for the risk.
• Updates Agency Management System.
• Receives policies from the carrier to review for accuracy and requests any necessary amendments.
• The Account Manager will process all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes, but not limited to: policy issuance and endorsements; binders, certificates and ID cards; proposals, schedules, and summaries of insurance; client/carrier correspondence; coverage analysis and recommendations; premium collection procedures.
• Stays up to date with industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
• Maintains a cordial and effective relationship with clients, carriers, vendors and other business contacts to maintain a high level of client retention and product loyalty.
• Actively seek ways to improve client services and communicates ideas for improved client service to superior positions.

Knowledge, Skills & Abilities:

• Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately. Bilingual abilities are a plus.
• Ability to understand written and oral communication and interpret abstract information.
• Knowledge of insurance products, markets, rating and underwriting procedures.
• Excellent interpersonal and customer service skills.
• Confident, self-starter who works well independently.
• Excellent organizational skills, attention to detail and time management skills with a proven ability to meet deadlines and multi-task.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• A current Property & Casualty Agents License
• Previous insurance experience preferred.

Physical Requirements:
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.

• Work is normally performed in a typical interior/office work environment. The employee frequently is required to remain in a stationary position, often standing or sitting for prolonged periods.
• While performing the duties of this job, the employee is regularly required to communicate, listen and observe. Specifically, the employee must be able to communicate clearly on the telephone with others.
• This position frequently communicates with clients who have inquiries about their policy, invoicing, and claims. Must be able to exchange accurate information in these situations.
• Constantly operates a computer and other office productivity machinery, such as calculator, copy machine, and computer printer. This includes repeating motions that involve the wrists, hands and/or fingers.
• Position may require the employee to ascend and/or descend ladders, stairs, ramps, and the like.
• High stress, fast-paced environment with a high volume of work to be completed daily.
• Limited physical effort required or exposure to physical risk. However, must be able to lift 15 pounds at times.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected characteristics.

Employee Benefits:

• Health Insurance
• Dental & Vision Insurance
• Life Insurance
• 401(k) with matching
• Paid Time Off
• Family Oriented and Empowering Culture
• Great Work/Life Balance

Who We Are

Blue Ridge Risk Partners began as the merger of three successful and respected agencies headquartered in Maryland and West Virginia. While Blue Ridge Risk Partners is relatively young in name, our legacy goes back more than 120 years. Today, Blue Ridge Risk Partners leverages a strong entrepreneurial spirit and the highest ethical standards to continue the legacy established by our original founders, delivering exceptional commitment to our clients and our communities. With twenty-two offices across Maryland, Pennsylvania and West Virginia, our agency has evolved into a regional independent insurance agency offering insurance and risk management solutions to over 25,000 business and individual clients.

With a proven track record of success and well over a century of experience, Blue Ridge is poised for even greater accomplishments in the future. Our growth strategy centers on both organic business development along with mergers and acquisitions. Now we are excitedly positioning ourselves for continued growth in the future by building on our team of dedicated, skilled, and caring professionals.

Learn more about Blue Ridge Risk Partners: https://youtu.be/kCgsW4dpcTk

Apply directly on the Blue Ridge Risk Partners careers site:

www.BlueRidgeRiskPartners.com/careers

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• In-person

License/Certification:

• Property & Casualty Agents License (Required)

Work Location: One location