Account Manager - Financial Lines

Account Manager

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

This role will have a hybrid work schedule, with the expectation of working in an office (Frisco, TX or Morristown, NJ) three days a week (Tuesday through Thursday).

Supports underwriting in the sales acquisition process. Serves as the point of contact for agents in handling inquiries and requests. Communicates with customers to request needed information and resolves problems. Provides support for financial lines new business and renewal policy account coordination, review, essential services, rating, prepare work orders for quoting and issuance of middle market business.

Responsibilities :

Responsible for supporting the underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection. Examine correspondence and applications to determine if changes are needed and make the necessary changes for quoting or underwriting review.

Responsible for reviewing, preparing work orders for rating and issuing policies. Applies screening criteria in accordance with guidelines. Communicates with customers to obtain needed and required underwriting information and resolves problems. Supports sales efforts and strategies.

Effectively balance quality, and timeliness while working alongside the underwriter to manage a book of business.

Multi-task, prioritize and manage daily work activities.

Maintains an effective pending / diary / follow-up system.

Maintains a professional / organized work area

Understands and supports organizational vision and strategy

Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes

Possesses the necessary knowledge of business concepts to achieve business results

Works effectively - is autonomous and thinks critically

Manages time and workload efficiently : balances multiple priorities to fulfill all commitments within established timeframes

Embraces change - identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts

Words and actions are consistent; demonstrates company core values and principles

Supports others who request assistance and / or information

Builds effective relationships with co-workers and both internal, external customers

Acts with appropriate urgency when responding to customer inquiries or requests

Serves as the single point of contact for agents on service related / problem resolution

Demonstrates effective communication skills

Qualifications :

Prior commercial market insurance industry experience as an account manager servicing accounts at either an insurance carrier or agency required

Knowledge of financial lines products and professional liability

Strong customer service orientation and relationship building skills

Effective communication skills / written and verbal

Strong technical ability and proficiency in utilizing multiple systems

High attention to detail

Professional demeanor

Works autonomously

Ability to shift work efforts quickly and make decisions in a fast past environment

Proficiency in Microsoft Office Suite

College degree preferred

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is :

$59,200 - $88,800

Equal Opportunity Employer / Sex / Race / Color / Veterans / Disability / Sexual Orientation / Gender Identity or Expression / Religion / Age