SELECT BUSINESS ACCOUNT MANAGER
With 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia.
Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.
We’re currently looking for a Select Business Account Manager to join our team in Lynchburg, VA. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!
PRINCIPAL OBJECTIVES OF THE POSITION
The Select Business Account Manager will serve as the primary point of contact for middle market clients.
PRINCIPAL DUTIES & RESPONSIBILITIES
- Serve as a liaison for the clients, producer(s), and underwriters.
- Review policy information to ensure coverages match prior term.
- Identify coverage gaps and counsel clients on appropriate options.
- Partner with producer to identify remarket opportunities based on current rates and coverage needs.
- Review and process invoices associated with change requests.
- Correspond with underwriters to ensure renewal information is processed accurately and timely.
- Receive and process renewal information.
- Maintain accounts in active status.
- Create a sense of urgency for client responses when renewal information is requested.
- Interact with clients via phone and/or written correspondents.
- Respond to all client requests received via email and/or mail in an efficient manner.
- Document all correspondence with clients and carriers in client management system.
- Maintain a current activity list in client management system.
- Perform other duties as assigned.
POSITION QUALIFICATIONS & REQUIREMENTS
- Four-year college degree preferred.
- Active P&C license or the ability to obtain a license within 90 days of employment.
- Strong organization/customer service skills.
- Ability to anticipate client needs.
- Basic knowledge of Microsoft Word and Excel.
- Prior commercial insurance experience desired, but not required.
