Account Manager II - INSURANCE

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Purpose:

Provide technical support to internal and external clients as it relates to placing and servicing of Commercial Insurance coverage for the Middle Market clients inclusive of:

• liaison to optimize quality of service, business growth, and customer satisfaction.
• Disseminate appropriate needs of client as it relates to Commercial Lines Insurance
• Assist in marketing Carriers for appropriate coverage
• Facilitate requests and needs of Carriers on behalf of clients
• Manage client’s Claims inclusive reporting, advocacy and analytics

Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, Workers Compensation.

Job Inputs:

Independent of supervision and in accordance with established SOPS

• Maintain electronic client database
• Obtain Claims data, evaluate for trends, supply Summaries, participate in Claim Reviews
• Verify Coverage and Report Claims to insurers
• Advocate for clients on claims, follow up on claim assignments with insurers as required
• Generate Acord applications as requested
• Issue confirmation of coverage and other insurance documents as required.
• Counsel clients and execute routine policy changes with clients and insurers
• Secure “on Line” insurer Proposals, as requested
• Complete Billing Worksheets and bill the policies
• Follow up on timely issuance of Insurance contracts and Audits
• Review policies, policy changes & Audits for accuracy
• Prepare renewal “kits” as required
• Update Operating Platform with underwriting data
• Participate in training of new colleagues focusing on tasks that are primarily Our technical process and SOPS
• Collaborate with Account Executives in assembling Marketing Submissions.

Education and/or Training:

• Bachelor’s degree or equivalent work experience preferred
• Proficient in the use of various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)
• Must hold a current Resident State license for Property and Casualty
• CISR preferred or current pursuit of a Professional Designation

Relevant Work Experience:

• 3-5 plus years of Account Management work in a Commercial Brokerage environment with job duties inclusive of Claim Data analytics, Client Services, application and proposal generation, Coverage need determination.
• History of working in a team environment a plus
• Experience using a P&C Brokerage CRM
• Working knowledge of core Property and casualty coverages
• Basic knowledge of Executive Liability Coverages
• An understanding premium development & rating methodology
• Experience in interpreting contractual language as it relates to insurance
• Ability to read and digest financial statements.
• Commercial Insurance Experience is a must.

Planning/Organizing/Managerial Knowledge:

• Strong math, organization, critical thinking, and problem solving skills
• Proactive, organized approach to multitasking and prioritization
• Independent of Supervision effectively manages time and consistently meets deadlines Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies
• Demonstrates accuracy, thoroughness and effectiveness in work
• Demonstrates attention to detail and commitment to doing quality work
• Adjusts quickly to new or changing assignments, processes and people
• Displays professionalism and remains composed when faced with challenges
• Learns from experience; modifies behavior to be more effective
• Recognizes one’s own strengths and opportunities for growth