Small Business Account Manager

We have an exciting new opportunity for an Account Manager in our Small Business Department at Tedford Insurance.

GENERAL SUMMARY:
Responsible for professionally managing and retaining assigned client accounts.  Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
PRIMARY RESPONSIBILITIES:
* Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
* Develop account marketing strategies.
* Prepare proposals and summaries of insurance as needed.
* Respond to client requests for information, documents, and general insurance related inquiries.
* Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.  
* Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.  
* Prepares reports for management as required or requested.
* Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
KNOWLEDGE, SKILLS & ABILITIES:
* Exceptional verbal and written communication skills.
* Quality Management - demonstrates attention to details.
* Outgoing, goal driven, and detail orientated.
* Advanced organizational leadership skills required.
* Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
* Proficient with Microsoft Office Suite, AMS and/or related software.
* Proficient in typing and data entry.
* Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
* Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
EDUCATION, LICENSES AND EXPERIENCE:
* High School diploma or equivalent required.
* Must have a valid Oklahoma Property & Casualty Insurance license.
* Industry designations such as CIC and CISR are preferred.
* Two years of experience in a commercial property & casualty insurance agency utilizing a thorough understanding of all property and casualty insurance coverages.
* Previous experience using insurance company websites to rate policies and process changes.
* Valid Drivers License.

BENEFITS:
* 401(k)
* 401(k) matching
* Health insurance
* Dental insurance
* Vision insurance
* Employee assistance program
* Flexible spending account
* Health savings account
* Life insurance
* Paid time off