May 24, 2020
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Career Opportunity

Olson & Olson, Ltd. is an equal Employment Opportunity Employer. We do not use personal information in our hiring process and are dedicated to hiring the person who is best suited for our jobs without any knowledge or consideration of any individual`s membership in any protected class. Any personal information found on the application or any supporting documentation will be removed as soon as it is discovered. All applications received by Olson & Olson, Ltd. will only remain active for one year.

Olson & Olson, Ltd. is committed to promoting safety and high standards of employee performance, productivity and reliability. In order to achieve this, all finalists may be subjected to a drug test prior to being hired to assure the Company that the applicant does not currently have narcotics, sedatives, stimulants and/or other controlled substances in his/her body. Further, Olson & Olson, Ltd. supports a Drug-Free Workplace Policy.

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Posting Date: 7/1/2019
Department: Personal Insurance
Position: Account Manager/Executive
Summary: This position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel. The Personal Insurance Specialist is responsible for sales and service aspect of all assigned accounts. The position is responsible for integrating the Olson & Olson Ltd mission statement ideal into the fabric of job duties and actively and positively demonstrating the stated core values that are part of the Olson & Olson Ltd overall culture.
Salary: TBD
Duties: Essential Functions:
-Demonstrate Core Values in all aspects of duties and responsibilities
-Grow and develop talents and insurance knowledge to the highest level possible.
-Provide leadership in process management, implementation of new processes in Personal Lines areas.
-Meet with clients to discuss and handle their insurance needs.
-Gather information for prospecting, solicit new business to meet or exceed established goals.
-Service Personal Lines accounts as assigned and aid in collections.
-Collect premiums per established agency procedures.
-Prepare and gather quotes from available and appropriate carriers for new business quotes, applications, and prepare proposals of insurance for new clients.
-Contribute and maintain positive working relationships with carriers.
-Initiate, screen and prepare endorsement requests for Personal Lines clients.
-Prepare and process cancellations when required.
-Prepare and process all requests for evidence of insurance as required within 24 hours of request.
-Review all applications, policies, endorsements and audits for accuracy.
-Setup and prepare new account files per agency procedures.
-Invoice all premium-bearing transactions.
-Prepare account summaries as required.
-Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements.
-Deliver policies, and related documents to insureds as needed.
-Maintain suspense items in a timely manner.
-Prepare expired policies for filing in dead files.
-Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
-Participate in seminars and classes for skill and knowledge development.
-Maintain all client activity in the agency automation system.
-Service accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
-Prioritize work load and/or request assistance as required.
-Document and assist with account claims.
-Immediately report all malfunctions of system software to the systems manager.
--5 years experience preferred in Personal Insurance, construction and related industries. Management or leadership experience preferred.
--High school diploma or equivalent; college degree preferred.
--Knowledge of computer systems and operations. Good listening skills and attention to detail.
-Knowledge of personal insurance and products.
-Professional designation is a plus.

-Frequently work at a fast pace with unscheduled interruptions.
-Frequently sit for long periods of time.
-This is a public contact position that requires appropriate business apparel.
-Responsibilities may include travel to local client and carrier locations during the work date
-Candidate must have insured vehicle and be legally eligible to drive to a local location
-Must maintain applicable insurance licenses
-Stay updated on changes and enhancements of various systems used by the agency for maximum performance and efficiencies.