San Antonio,
TX
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Career Field |
Underwriting
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| Insurance
Discipline |
All
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| Relocation
Assistance |
Not Available
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| Job
Duration |
Full Time |
| Salary
Offered |
Open |
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SUMMARY:
The Sr. Technical Account Manager(s) will report into the Director of San Antonio Public Sector Operations. Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., marketing, customer service and administrative support affecting brokers/insureds from initial submission through policy issuance and renewals). Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus. In this capacity, researches all relevant financial/account information Acts as a mentor, trainer and technical resource to Account Managers.
QUALIFICATIONS/WORK EXPERIENCE:
Minimum 3 - 5 years property/casualty underwriting experience
Ability to communicate clearly.
Customer service orientation.
Basic knowledge of Property Casualty business/products.
Administrative support background.
Solid understanding of underwriting and marketing philosophy.
Systems expertise to support the administration/servicing of CL accounts.
Demonstrated ability to work independently and in a team environment.
Ability to balance timeliness and accuracy.
NOTE: It is generally expected that incumbents in this position have the following:
Demonstrated ability to support the largest, most prestigious accounts.
Ability to work directly with the most important brokers on all account matters including those that go beyond the ordinary account issues.
Demonstrated ability to manage the work of the Account Executive in his/her absence (up through, but not including, final pricing decisions).
PRIMARY DUTIES:
Participates with Account Executives and acts as a technical resource in the renewal and new business activities that support marketing and underwriting decisions consistent with Commercial Lines growth and retention goals.
Independently manages, as appropriate, the renewal process (i.e., facilitates, coordinates service related meetings, researches all related coverage issues, etc.)
Collaborates with Accounts Executives in establishing support needs for new and renewal policies (i.e. identify/research/gather relevant account information to quote and/or bind the policy; create CURE exhibits, etc.).
Participates in pre-renewal meetings to define assignments.
Analyze and prepare summary documents, all pricing/underwriting exhibits (i.e. exposure, experience rating, profit and loss analysis, expense models, updated account information, etc.) to support the underwriting decision.
Independently manages and completes account documentation (i.e., proposals, agreement letters, APE, reinsurance contracts, collateral agreements, policy change, endorsements, cancellations, etc.).
Distributes account information to appropriate areas to ensure accurate and timely servicing and billing of accounts.
Responds to inquiries and questions from brokers, insureds/customers and internal departments. Researches and resolves issues.
Quotes accounts within authority limits by reviewing exposures and experience rating, updating account information, rates and adjusts the price. Anticipates rates issues Account Executives may have.
Ensures that the Account Executive has the correct information necessary to make sound underwriting decisions/quote and account. Researches/gathers information such as exposures, experience rating, account information for rating, etc.
Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates).
Participates in projects/assignments which support to policy service and production objectives with respect to marketing, underwriting, retention and customer service goals.
Collaborates with Manager on the training and development plans for new hires. Coaches and mentors new hires. Conducts group training sessions including preparing training curriculum and materials.
Completes audits, documents results in on-line quality tools, discuss the findings of the audit and to Management and Account Managers. Present trends and solutions to any problems identified during the audit.
Maintains the appropriate level of customer service.
COMMUNICATION SKILLS:
Clearly expresses ideas.
Listens to and understands what others are saying.
Shares information and maintains confidentiality.
Business Knowledge
Solid knowledge of CL products.
Strong understanding of marketing and underwriting functions.
Familiarity with all related CL functions (i.e., claim, LP&E, Audit, RMIS, etc.)
Working knowledge of workflow related to policy services as defined by the Operations Division.
Knows how to get things done.
Decision-Making/Problem Solving
Develops new methods or approaches to getting the work done.
Demonstrates specific policy service and operational skills necessary to achieve established and stretch business goals.
Evaluates information needs and makes the right choice of approach to meeting those needs.
Is resourceful in gaining input to solve problems.
Able to evaluate and support the business needs of the Account executive and customers.
Takes intelligent risks.
Customer Focus
Identifies customers needs and takes appropriate action to meet those needs.
Acts with a sense of urgency.
Demonstrates a commitment to superior service.
Interpersonal Skills
Takes responsibility for decisions and actions.
Manages own work and seeks help as necessary.
Takes responsibility for own performance and development.
Is flexible
Works independently and in a team environment.
Establishes and maintains effective work relationships
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