Huntington National Bank Insurance Account Manager in Columbus, Ohio
- Maintain responsibility for self-management and development
Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
Record updates on goal achievements as indicated throughout year
Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
Maintain and develop product knowledge through participation in educational opportunities
Act as a resource for continuous improvement initiatives
2.Comply with Agency Procedures
Comply with corporate and agency policies and procedures and all subsequent updates
Adhere to agency service standards and timelines
Utilize agency technology and software applications including agency management systems, document management systems and workflows
Comply with procedures as outlined in the Huntington Employee Handbook
- Provide Customer Service to Agency Clients
Respond to internal and external service inquiries within optimal time frames
Take ownership to provide problem resolution and respond to customer inquiries in an optimal time frame as outlined in the agency procedures.
Coordinate and communicate client service needs, directing and assisting team members as needed
Prepare and review documents including bid bonds, performance and payment bonds, license bond, commercial bond other bonds as required
Provide guidance to other team members as needed
Monitor outstanding bond requests and address in established timeframes
4.Assist in the Delivery of Agency Products and Services
Obtain necessary data from clients and carriers throughout the bond process
Deliver bonds within the established time frame
Collect and update client information throughout year
- Participate in client appointments and meetings as requested
Participate in Agency Growth Initiatives
Identify account rounding and cross sell opportunities
Recognize referral opportunities and submit prospects as appropriate
- Maintain Agency Data
Maintain and update client and bond data per agency procedures
Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.
- Assist in Colleague Development
Serve as a technical, product and process resource as requested
Assist with colleague training as requested
- Corporate Initiative
Participate in corporate projects and initiatives
Assist with workflow development and implementation to support corporate initiatives
Perform other duties as assigned by management
Adhere to bank policies and procedures and comply with legal and regulatory requirements. Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled. Adhere to compliance requirements on an on-going basis. Maintain knowledge of risk-related changes that could impact assigned work functions and processes.
Minimum 3 years' experience in Insurance Industry
Abides by all state and federal regulations and Bank policies regarding business conduct
Property & Casualty License
Excellent Verbal and Written skills, including professional grammar and demeanor
Will exude enthusiasm and confidence in both internal and external relationships to the agency
Effective at multi-tasking
Proven track-record of meeting production goals
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Welcome to Huntington!
At Huntington, we see it as our responsibility to look out for people. There’s a common bond that connects us all as humans, and together, we can make this world better. An amazing thing happens when we look out for each other. Even helping someone in a small way can have a huge impact. It’s the idea at the core of Huntington and one we’re trying to spread.
Our colleagues look out for people by doing the right thing with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values –simple but powerful. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit http://huntington.com/lookingoutforeachother.
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