Account Manager - P&C

GuideStone Financial Resources · Dallas-Fort Worth, TX

Company

GuideStone Financial Resources

Location

Dallas-Fort Worth, TX

Type

Full Time

Job Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Opportunity

The P&C Account Manager supports the Account Management team in new and renewal business development, sales, implementation, and client servicing. In this high-touch customer service role, this position assists a P&C Producer in managing all aspects of a client's account.

What you will do:

• Provide dedicated support to assigned P&C Producer as a part of an account management team.

• During the sales process, this role assists in creating account submissions, quotes risks in rating system, creates proposals, completes the binding of coverage, and issues policies.

• Process new and renewal business implementations according to agency standards.

• Will be the client's first point of contact with any customer concerns, changes, or questions and will be empowered to resolve client issues.

• Review and process policies and endorsements for accuracy of coverage, policy content and attached forms.

• Receive requests, prepare and issue certificates of insurance.

• Handle claim filing and any client billing questions or issues.

• Participate in client meetings to meet customer service needs and to improve retention.

• Make positive contributions to customer satisfaction and constantly strive to improve service to customers.

• Other duties that may be assigned.

• Overtime as required.

What you will need:

• Bachelors Degree, preferred.

• Travel 0% to 5% annually.

• Previous P&C account service experience, preferred

• 1-2 years experience working in commercial lines in a P&C agency, required

• Intermediate-level proficiency with Windows based software and experience with a Customer Relationship Management System.

• Willing to work toward obtaining an insurance designation such as CISR or CIC.

• Strong communication skills with the ability to verbalize clearly and succinctly, to listen effectively, and to write professionally.

• Personal attributes should include creativity, organization skills, enthusiasm, and motivation with a strong work ethic.

• Highly skilled in personal relationship building to foster and build a strong trust relationship between GuideStone and its P&C prospects and clients.

• Must hold an active P&C license in state of residence and have the ability to be P&C licensed in additional states as required.

Date Posted

03/04/2024

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