What are the responsibilities and job description for the Equine Insurance Account Manager position at Sterling Thompson Company?
Equine Insurance Account Manager
Our firm is rapidly expanding and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to fulfill a full-time position. Our Equine Insurance Account Manager will be responsible for providing exceptional customer service to our current equine and farm clients and new prospects when they call in for assistance.
Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to clients in the beginning for this position.
Responsibilities:
- Process all client-related requests including claims, policy issuance, endorsements, schedules, and other items related to the servicing of clients policies in a timely and accurate manner.
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist them in making coverage changes.
- Aggressively and professionally advocate for clients, including determination of new and renewal premiums and other areas of negotiation with underwriters.
- Assist in the onboarding process of new clients. Including, in conjunction with Advisor, evaluating the client’s risk profile, determine strategy (coverage determination, target pricing and market identification) by utilizing marketing skills to grow established accounts and enable new business opportunities.
- Aid Advisor in gathering pertinent information to complete quoting and policy issuance process. Learn the quoting systems of the various insurance companies utilized in quoting, renewal assembly, billing, etc.
- Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance to agency procedures manual. This includes phone calls, emails, documents, faxes, etc. associated with that client’s particular file.
Desired Qualifications:
- College education or equivalent insurance experience.
- Active Property & Casualty License.
- Must have a solid understanding of equine insurance, terms and coverages; insurance products and usage with adequate knowledge of quoting procedures and industry operations to effectively manage, maintain, and onboard assigned clients and prospects.
- Prior Farm or Equine Industry experience a plus.
- Ability to multi‐task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
- Demonstrated experience meeting deadlines and working with shifting priorities.
- Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.
- Demonstrated experience using an agency management system.
- Working knowledge of Excel to create, navigate and manipulate reports, Word, PowerPoint and E‐mail applications.
- Existing professional designations such as CPCU, CIC, AAI, etc. or pursuit thereof is a plus
Benefits
- Medical, Dental, and Vision Insurance
- Company Paid Life Insurance
- Company Paid Long-Term Disability Insurance
- Paid Holidays
- Paid Time Off
- Paid Parental Leave
- Employee Assistance Program
- 401(k) with Employer Contribution