B.F. Saul Company

  • Account Manager – Small Commercial Leader

    Location
    Bethesda, MD
    Job Category
    Insurance
  • Overview

    The Account Manager – Small Commercial is responsible for leading our effort with commercial clients that generate < $5,000 of annual revenue to the firm. You will be brokering and managing accounts with a $500,000 target book of business and/or commensurate number of client relationships.

    Duties & Responsibilities

    Duties will include, but are not limited to the following:

    • Oversee the servicing of a designated book of business as relating to marketing, claims, and administration
    • Improve service efficiency for small commercial accounts
    • Improve and expand the service offering to small commercial accounts
    • Transfer 80-90% of proposed small commercial accounts to Hartford and Chubb service centers.
    • Quarterly visit to insurer service centers – meet with underwriting and sales staff
    • Partner with insurer service center to expand our current small commercial accounts
    • Produce new opportunities and cross selling current clients
    • Direct supervision for Insurance Analyst supporting this book of business
    • Support Producers and Account Executives
    • Utilize system capability (AMS) and properly store all required documents
    • Recommend potential enhancements or improvements to processes and/or current policies
    • Review status on open claims
    • Binding and invoicing programs – review and submit to client
    • Complete Surplus Lines filing, if applicable
    • Follow up for premium payment to insurer
    • Maintain privileged and confidential information

    Qualifications & Skills

    JOB REQUIREMENTS (SKILLS/ABILITIES):

    • Work really hard – let’s not confuse effort with results
    • Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
    • Be growth oriented – want to be part of a growing business
    • Impact the business – deliver unexpected client results; take personal accountability
    • Intellectual curiosity – willingness to learn
    • Initiative – find practical solutions for our clients
    • Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
    • Operates with uncertainty – open to new experiences as a means of self-improvement
    • Teamwork – work well with others, proactively share information with colleagues
    • Professional manner – high standard of performance and integrity
    • Think strategically – make thoughtful decisions
    • Communication – listens well; concise and articulate in speech and writing

     

    EXPERIENCE:

    • 3+ years of relevant insurance industry experience

     

     

    EDUCATION / LICENSES / CERTIFICATIONS:

    • Bachelor’s Degree is required
    • Insurance industry designations are preferred

     

     

    Equal Opportunity Employer / Veterans / Disabled

    BFS7501

     

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