Insurance Account Manager

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

SUMMARY OF POSITION:

An Insurance Account Manager should demonstrate commitment to delivering distinctive service. This position will be responsible for assisting both new and existing clients, nurturing strong, collaborative relationships between the producer, clients, carriers, and teammates.

PRIMARY RESPONSIBILITIES:

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Master the agency management system for all tasks concerning client placement, documentation, and service, following established standards and workflows for (but not limited to): inputting client and policy detail, marketing tracking, specifications, proposal, insurance summary preparation, binder issuance, certificates of insurance, invoices, change requests, letters and memos to clients and markets.
• Assist Producers to sell and service benefit accounts. Retain clients through successive renewals and identify opportunities for cross-selling by other business units.
• Document all material conversations with clients and carriers regarding exposures and coverages.
• Maintain the responsibility and data integrity of the client information portal.
• Maintain an enhanced level of technical expertise through an ongoing commitment to professional development.
• Assume ownership of new technology projects as applicable.
• Partner with leaders and teammates to identify areas of improvement to develop and implement best practices.
• Maintain confidentiality of all information related to clients, associates, and carriers.
• Assist with special projects and development of new ideas, as assigned.
• Attend industry seminars and events and participate in continuing education and other learning opportunities.
• Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Banking, Treasury Management, etc. as appropriate.

• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:

• College degree is preferred - finance or business-related field.
• Minimum of 10 years' experience in insurance and/or financial services.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• State-specific Insurance Licensure - Personal Lines, Commercial Lines, or Employee Benefits.
• Knowledge in Agency Management Systems - preferably Vertafore AMS360 and/or BenefitPoint.
• Knowledge and understanding of general insurance accounting, including client invoicing.

DESCRIPTION OF CAPABILITIES, PHYSICAL REQUIREMENTS, AND ABILITIES:

• Excellent interpersonal skills, including verbal and written communication skills.
• Ability to market and service the insurance needs of client accounts.
• Exceptional organizational skills, attention to detail with the ability to anticipate data needs and summarize and communicate complex data.
• Ability to read, analyze, and interpret complex documents; in addition to being able to respond effectively to sensitive inquiries or complaints.
• Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
• Strong analytical and problem-solving skills.
• Ability to react to change in a productive and positive manner.
• Must be flexible, multi-task and prioritize daily tasks, with effective time-management skills in order to meet deadlines.
• Discipline with regards to following procedures and maintaining confidentiality.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
• The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS: EXEMPT

DATE: 11.16.2021

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.