Commercial Insurance Account Manager

Description

Pharmacists Mutual Insurance has an opening for a Relationship Manager. The Relationship Manager is responsible for supporting Business Development Executives in servicing and development of their members' and prospective members' P&C insurance programs in assigned territories. The position will market and sell PMIG and PMCA insurance products based on members' needs. They will market and sell one or more of the following lines of business: commercial lines, life and benefits products.

Relationship Manager I

• Demonstrates knowledge of insurance principles, practices, and products.
• Designs and executes effective strategies to identify member's and prospect needs independently
• Build relationships with members to support ongoing business opportunities and new member opportunities.

Essential Functions

Essential functions may include, but are not limited to the following:    

• Meet or exceed assigned production goals established by management.
• Coordinate sales and retention activities with Business Development Executives in assigned territory.
• Manage existing members' accounts to create long-term relationships.
• Proactively contact current members to upsell or round out accounts.
• Pursue opportunities for account growth and new business, involving Business Development Executives and other key internal partners.
• Provide regular and proactive communication with internal and external partners. Provide strong team representation and set proper member expectations.
• Provide timely and accurate coverage analysis and insurance proposals and effectively communicate to members.
• Understand and apply underwriting guidelines.
• Properly rate insurance proposals.
• Attend and participate in meetings and conventions as requested.
• Provide superior customer service while ensuring timely coverage analysis and detailed documentation supporting conversations and consumer decisions.

Knowledge, Skills and Abilities

• Ability to build relationships and conduct business within assigned territories by phone, marketing, email, and provide outstanding personalized service.
• Strong telephone sales and customer service skills.
• Thorough knowledge or the ability to acquire such knowledge in a short period of time of principles and practices of insurance underwriting, insurance sales, and collection and interpretation of data.
• Ability to use initiative and apply innovative thinking.
• Strong organizational skills and ability to prioritize work.
• Ability to establish and maintain effective working relationships in a team environment through effective written and oral communication.
• Ability to work independently to make critical decisions and analyze complex issues.
• Ability to interpret and apply laws, rules and regulations.
• Ability to obtain and utilize sensitive information discreetly and objectively.
• Above-average office skills including;
  • Record-keeping and documentation
  • Report generation
  • Typing
  • Written and Verbal Communication
  • Telephone
  • Attending and hosting virtual meetings
  • Computer and software (including but not limited to Microsoft Word and Excel)
• Ability to read, interpret, and input data efficiently and accurately.
• Demonstrated understanding of when to escalate concerns to the appropriate level of management.

Qualifications

Experience and Education Qualifications

Relationship Manager I

• High School Diploma or equivalent and 3 years of related experience; or
• Associate’s Degree or equivalent and 1 year of related experience; or
• Bachelor’s Degree

Special Requirements, Licenses and Certificates

All levels:

• Possess Property, Casualty, Life & Health licenses or obtain within 60 days of hire

Preferred Qualifications

• Possess one of the following industry related certifications or similar: AINS, API, CISR, Life, AAI, AIS, ACSR, or DI designation

In addition to a competitive salary, eligible employees may receive an annual discretionary bonus and access to our benefits package including:

• Health, Dental, Vision & Life coverage
• 401(k) with Company Match
• Paid Time Off
• 8 Paid Holidays
• Volunteer Time Off
• Paid Parental Leave
• Hybrid/Remote Work Options
• Employee Assistance Program
• Tuition Reimbursement

Pharmacists Mutual Insurance Group is an Equal Opportunity Employer.