CL Account Manager Trainee

CL Account Manager Trainee

Position Summary: The Commercial Lines Account Manager Trainee will acclimate to the insurance industry initially through the Best Account Management (BAM) training course. The course is designed to help early career professionals gain knowledge in 3 phases: • BAM I - General Introduction to Insurance industry; • BAM II - Coverages and technical tools used at our organization in client service, and; • BAM III - How to execute tasks in client service or account management (i.e. Endorsements, Policy Changes, issuing certificates, marketing, etc), direct shadowing of working professional.

Supervisory Responsibilities: None Essential Tasks: • Participants will complete all 3 phases of the BAM training program • Participants will obtain licensure as required • At the completion of the program, participants will be placed within the Business Insurance line of business based on their performance Core Competencies: • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction • Dependability: Acknowledgment of the importance of being present and punctual. • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: • Commercial insurance experience preferred, but not required Licensing and Credentials: • Active Property & Casualty license preferred, but not required (company will help individual obtain licensure if they are not licensed prior to onboarding) Systems: • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: • Ability to lift 25 pounds • Repeated use of sight to read documents and computer screens • Repeated use of hearing and speech to communicate on telephone and in person • Repetitive hand movements, such as keyboarding, writing, 10-key • Walking, bending, sitting, reaching and stretching in all directions