Now Hiring - Citadel Insurance Services - Account Manager in Lehi, UT

Full description of the position

Job Description

Title: Account Manager

Reports to: TBD

Job Summary: The Account Manager will perform the essential duties of this position, which include assisting the producer(s) in servicing a book of business, including new and renewal marketing and placement. Provides direction to Assistant Account Managers and trainees as necessary. Works at the direction of producer(s) and the Manager.

Standards of Performance:

• Actively supports and incorporates company mission and core values into daily activities.
• Maintains a positive and respectful attitude with colleagues. 

• Works as a team member to achieve department goals and overall company goals. 

• Demonstrates positive customer service skills—internally and externally—with effective communication, respect, and integrity. 

• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information. 

• Consistently reports to work on time prepared to perform duties of position. 

• Demonstrates leadership skills and continually leads by example. 


Essential Duties:

• Handles telephone calls of all types. 

• Performs functions on agency management system proficiently and assists others. 

• Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to producers or clients as directed. 

• Handles normal account servicing activity, including endorsements, audits, invoicing, etc.
• Works closely with Producers or Account Executive. 

• Is responsible for processing policies and quality control. 

• Performs additional assigned duties as necessary. 


Qualification Requirements:

• Possesses a supportive and responsive manner with internal and external customers. 

• Possesses a high school diploma or equivalent. 

• Has three or more years of insurance or business-related experience and/or one year in an agency trainee program. 

• Holds a current property/casualty agent’s license. 

• Has the ability to perform multiple tasks accurately and efficiently in a complex working environment. 

• Possesses above average computer knowledge and skills. 

• Has the knowledge and experience necessary for independent decision-making ability. 

• Holds a professional insurance designation. 


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


• While performing the duties of this job, the employee is regularly required to see, hear, and project the voice well enough without amplification. There is frequent need for the employee to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms. 

• The employee is occasionally required to lift and carry up to 30 pounds; to stoop, kneel, crouch, or crawl, and to ascend and descend stairs. 

• This position requires a high-energy level and ability to handle stress-related situations on a daily basis. 


Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities. 


• While performing the duties of this job, the employee may be required to drive and travel unaccompanied in diverse weather conditions.

Date: ____________________________


Employee: _____________________________________________

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Signing bonus

Ability to commute/relocate:

• Lehi, UT 84043: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• Account Manager: 2 years (Required)

Work Location: In person