Job Information
Huntington National Bank Insurance Account Manager in Wooster, Ohio
Description
Summary:
Insurance Account Managers possess a high degree of product knowledge and technical expertise. Exercise judgment and act independently to provide account management to a high volume book or complex or specialized accounts. Prioritize effectively and respond in optimal time frames while working in a fast paced environment. Manage a significant volume of account activity while maintaining a high degree of accuracy and timeliness. Act independently to manage all aspects of complex house accounts. Demonstrate teamwork in the prospecting and production of new business and the retention of renewal business.
Duties and Responsibilities:
- Maintain responsibility for self-management and development
Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
Record updates on goal achievements as indicated throughout year
Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
Maintain and develop product knowledge through participation in educational opportunities
Act as a resource for continuous improvement initiatives
2.Comply with Agency Procedures
Comply with corporate and agency policies and procedures and all subsequent updates
Adhere to agency service standards and timelines
Utilize agency technology and software applications including agency management systems, document management systems and workflows
Comply with procedures as outlined in the Huntington Employee Handbook
- Provide Customer Service to Agency Clients
Respond to internal and external service inquiries within optimal time frames
Take ownership to provide problem resolution and respond to customer inquiries in an optimal time frame as outlined in the agency procedures.
Coordinate and communicate client service needs, directing and assisting team members as needed
Prepare and review documents including bid bonds, performance and payment bonds, license bond, commercial bond other bonds as required
Provide guidance to other team members as needed
Monitor outstanding bond requests and address in established timeframes
4.Assist in the Delivery of Agency Products and Services
Obtain necessary data from clients and carriers throughout the bond process
Deliver bonds within the established time frame
- Participate in client appointments and meetings as requested
Collect and update client information throughout year
Participate in Agency Growth Initiatives
Identify account rounding and cross sell opportunities
Recognize referral opportunities and submit prospects as appropriate
- Maintain Agency Data
Maintain and update client and bond data per agency procedures
Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.
- Assist in Colleague Development
Serve as a technical, product and process resource as requested
Assist with colleague training as requested
- Corporate Initiative
Participate in corporate projects and initiatives
Assist with workflow development and implementation to support corporate initiatives
Perform other duties as assigned by management
Quality Assurance
Adhere to bank policies and procedures and comply with legal and regulatory requirements. Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled. Adhere to compliance requirements on an on-going basis. Maintain knowledge of risk-related changes that could impact assigned work functions and processes.
Basic Qualifications:
Bachelor’s Degree
Minimum 3 years' experience in Insurance Industry
Preferred Qualifications:
Abides by all state and federal regulations and Bank policies regarding business conduct
Property & Casualty License
Excellent Verbal and Written skills, including professional grammar and demeanor
Will exude enthusiasm and confidence in both internal and external relationships to the agency
Effective at multi-tasking
Proven track-record of meeting production goals
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
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