Insurance Account Manager

Essential Duties and Responsibilities:
The following is a summary of the essential job functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Respond to phone calls and walk-in A & B clients.
2. Answer questions and resolve problems for A & B clients.
3. Order new business, renewals, and change requests for A & B clients.
4. Assist in Marketing, as necessary.
5. Invoice and process new and renewal business, endorsements, audits, and cancellations, including updating the computer system on A & B accounts.
6. Maintain proper documentation on coverages and exceptions for assigned accounts.
7. Maintain customer files on both paper and computer according to procedures for assigned accounts.
8. Review entire account needs when first written.
9. Review accounts at renewal, obtaining updates on A and/or B accounts by onsite visits.
10. Refer other insurance lines to appropriate departments.
11. Monitor all expirations and be sure all renewals are processed.
12. Due to changing business conditions, management may request that additional duties or functions be assigned to this position.
Commercial Lines Only
1. Take, report and monitor claims for A & B clients in office where applicable.
2. Contact A & B clients for collection of premiums as necessary.
3. Keep manuals updated.
4. Obtain expiration dates for policies not written by us to follow up and quote.
5. Issue binders and certificates upon request.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge skill and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
1. Grade assignment based primarily upon the individual's high level of experience, production capacity to service large accounts, and ability to maintain client relationships both inside and outside the office.
2. High school graduate (or equivalent education and related training) and holding insurance designation.
3. Must have state issued agent's license (Property and Casualty or Life and Health, as required by department).
4. Proficient in Microsoft Word and Excel
5. Superb interpersonal skills, both verbal and written.
Desired Skills and Competencies:
1. Knowledge of BB& T Insurance's automation system or ability to learn quickly
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

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