National Accounts Manager

About the role...

• Manages assigned accounts, including large, complex accounts, and is responsible for realizing premium, profit and growth objectives for those accounts.
• Executes strategies to maximize the distribution of the available insurance products for Personal Lines, Specialty Lines and Commercial Lines products.
• Activities performed to achieve those objectives may include training on products, systems, service, and underwriting, book transfers, development of existing accounts, new business growth and retention, or prospecting for new accounts.
• Serves as the primary contact point for account support staff to build and maximize the account/company relationship for Personal Lines, Specialty Lines and Commercial Lines products.

What you'll accomplish...

• Serves as the primary contact for operations, systems and policy training for account products as well as liaison for resolving policy service and billing issues for assigned accounts and products.
• Manages accounts on a consultative basis providing training, product and services information toward achievement of account goals.
• Utilizes technology to manage account data and performance.
• Documents account contacts as well as competitor changes as they occur.
• Maintains up to date information for Merchandising and Business Development and other functional areas.
• Builds and maintains account/company relationships in order to maximize product penetration and sales within the account.
• Interacts with Executives and the various Agency Portfolio Managers on any issues that impact the account.
• Responsible for coordinating account strategies with various field and inside agency portfolio management groups.
• Coordinates with the book transfer unit to ensure timely processing of all applications follows up with the account contact for additional information, monitors and tracks the hit ratios and successful completion of each committed transfer.
• In conjunction with the account education strategy, coordinates and delivers new and on-going training on products and systems for all product lines within the account.
• Active in prospecting for new accounts as well as business development opportunities.
• Analysis of account operations and quoting/ profiling potential book transfer opportunities are included in this function.
• Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies.
• Promotes industry knowledge by coordinating and attending account specific events and participating in and promoting continuing education and other learning opportunities.
• Maintains current knowledge and understanding of competitive, legislative and regulatory activities impacting the account and is responsible for account compliance with all company and state requirements.
• Works directly with underwriting and claims on issues impacting the account.
• Handles special assignments and projects at the direction of Executive management.
• Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals.
• Performs other duties as assigned.

Physical actions...

• Required job duties are essentially sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 lbs. ma ximum, and seeing.
• Frequent Travel required.

Physical environment...

Required job duties are normally performed in a climate controlled office environment, with some exposure to uncontrolled outside en vironmental conditions and travel via automobile and/or commercial transportation.

Education needed...

• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• Attainment of CIC, CPCU or Insurance License preferred but not required.

Experience needed...

Minimum seven to ten years insurance field experience or equivalent.

Special skills needed...

• Position requires strong problem solving and critical thinking ability as well as demonstrated ability to lead peer groups across functional areas.
• Expert knowledge of all operating systems and platforms and those of major agency management systems in order to develop customer solutions with the account.
• Ability to interface with executive management regarding accounts.
• Strong verbal and written communication skills.
• Demonstrated ability to secure 'buy-in' and convince others regarding best approach.
• Goal oriented team player with a positive attitude.
• Strong relationship building.