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PERSONAL LINES ACCOUNT MANAGER

We’re looking for a Personal Lines Account Manager to join our team!

This position would be responsible for TIZ account management activities including:  Client service and communications; team leadership; directing daily tasks and work activities of CSRs; team productivity quality, and service levels; implementation of client insurance policies, administrative  processes, tracking, renewals, new policy set-up, online rating, invoicing, accounts receivable monitoring, audit and contract review, and policy review data management/entry; team and individual processional developmental identification for sales and retention opportunities.

Personal Lines Account Manager essential functions include:

· Managing an assigned personal lines insurance book of business

· Delivering amazing client service

· Providing leadership to a support team, including directing their day-to-day activities and work flows

· Ensuring all productivity, quality, and service standards are met

· Implementing client insurance policy administrative processes, including tracking, renewals, new policy set-up, online rating, invoicing, accounts receivables monitoring, audit and contract review, finance contact preparation, and policy review

· Maintaining current, accurate data in the agency management system

· Developing and maintaining positive, productive relationships with ITIZ agents, leadership, peers, co-workers, teammates, and employees

Qualified candidates will have:

· 3+ years of Personal Lines Account Management experience (HNW Specific)

· All required active licensing

· Exceptional customer service skills

· Excellent multi-tasking, organizational, delegation and decision-making skills

· Outstanding verbal/written communication skills

· Ability to perform large work volumes with high degrees of accuracy

· PC proficiency, including MS Office, Teams, Adobe Platform, NowCerts

· Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times

COMMERCIAL LINES ACCOUNT MANAGER

The Account Executive – Commercial Lines is responsible for the strategic coordination and execution of client marketing, servicing, risk management and/or sales activities, following established industry and company guidelines and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. Primarily responsible for managing a book of business and increasing account retention, and capable of resolving the most complex customer service problems, showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and TIZ. May also be responsible for significant account expansion and cross-selling, while others are principally focused on client retention. Actively seeks to grow TIZ business, including identifying and acting on sales opportunities, and a resource to our account team and Producers on the insurance brokerage business and assigned client’s needs.

Account Executive – Commercial Lines essential functions include:

· Effectively manages assigned client relationships as an extension of the Producer and/or representative of TIZ, including conducting one-on-one client meetings, preparing and presenting periodic Account Summaries, recommending coverages and policy changes and negotiating/closing new business and renewals 

· Serves as information/communication conduit between Producer(s) and account team, when applicable 

· Assists in directing day-to-day activities and workflow assigned to account team that are performed on assigned book of business, which include delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met 

· Management and execution of a variety of customer service, account management, risk management and value-added service including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements 

· Manages policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe 

· Manages new business and policy renewal process independently, or in conjunction with Producer

· Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests

· Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices 

· Lives and champions TIZ core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership

· Other duties as assigned

Qualified candidates will have:

· 5+ years of commercial lines of Account Management/Executive experience

· All required active licensing

· Exceptional customer service skills

· Excellent multi-tasking, organizational, delegation and decision-making skills

· Outstanding verbal/written communication skills

· Ability to perform large work volumes with high degrees of accuracy

· PC proficiency, including MS Office, Teams, Adobe platform, NowCerts

· Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times

ACCOUNT ASSISTANT

· Assist in supporting an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.

· Ensure all new and renewal insurance policies are processed accurately and timely.

· Execute any policy cancellations and reinstatements accurately and timely.

· Prepare summaries of insurance accurately and within required timeframes.

· Prepare and issue client certificates of insurance and policies binders in a timely manner.

· Order and ensure timely receipt of loss runs and MVRs as directed.

· Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate and up-to-date.

Required Skills & Experience:

· 1+ years’ experience of broker or retail agency insurance

· Active licensing preferred (440 OR 220)

· Excellent administrative, multi-tasking, and organizational skills

· Customer service skills

· Outstanding verbal/written communication skills

· PC proficiency (Microsoft Teams, Word, Excel, Adobe Platform, NowCerts)

· Exceptional personal character

· High School Diploma (or equivalent)

INSURANCE PRODUCER

Do you have what it takes to be a producer for the TIZ Group?

What can you expect?

Our associates have the freedom and flexibility to think and work creatively. We pride ourselves in developing innovative solutions to our client’s opportunities and challenges. We provide a far superior service model that allows Producers to grow their book of business exponentially. With us, you will never feel like you’ve “hit the ceiling”. Expertise in multiple sectors, and the ability to sell across all lines of business assists producers to win more opportunities.

We promote the growth of the total person, empowering each associate to utilize their unique talents and expand their abilities and expertise. We take it beyond insurance and strive to build strong, lasting relationships with our clients partnering with them as strategic advisors. We hire, train, and retain associates who strive for excellence, love a challenge, and have the passion it takes to continuously earn recognition as an expert.

What is in it for you?

· Competitive compensation program: Renewal Income – you don’t start at zero every year; New Business; Book Growth; Cross-Sales

· Collaborative sales environment

· Formal training and mentorship programs

· Strategic sales process

· Entrepreneurial sales leadership team

· A firm that is committed to core values

· Inclusive culture

We will count on you to:

· Develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients

· Network centers of influence to develop new opportunities

· Deliver the TIZ value proposition for each opportunity and align the Agency’s resources and capabilities

· Leverage referral and targeted introductions from clients, prospects, and business relationships

Producers at TIZ are Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategist, & Complex problem solvers!

What you need to have: 

· High school diploma or equivalent plus proper insurance license

· Prior B2B sales experience with consultative sales skills

· Proficiency with Microsoft Office products and Agency Management Systems

What makes you stand out:

· Bachelor’s degree or higher (specialization in Risk Management highly preferred)

· Insurance industry experience

· Intellectually Curious

· Growth Mind set

· Willingness to engage High Net Worth Individuals

· Ability to engage and present with the “C” Suite

· Business Acumen/Strategic thought process

· Proven track record in the development of new clients & retention of existing relationships

· Embraces a culture of accountability

· Competitive in a collaborative sales environment