1. Employment Profile: What exactly does a n Account Manager do? |
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 What field is your job in?
Insurance
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What is your job title?
Account Manager
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
Travelers Insurance Company, one of the largest providers of property and casualty insurance products in the United States. www.travelers.com
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How long have you been employed in this position?
2.5yrs
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How many hours do you work a week on average?
40
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Please provide a BRIEF description of your duties and responsibilities. (job description)
Commercial insurance underwriting: Rate new business & renewals; gather renewal data & discuss renewal strategy with Underwriter; Send legal notice when necessary; discuss accounts with insurance agents; respond to inquiries & questions from agents & from other Travelers departments
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What was your gross income last year? Please include any bonuses or incentives received.
48,000
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
49000
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
2wks vacation, United Healthcare PPO; Pension; 401k; Education Reimbursement; Holiday Pay
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Do you feel you are under/well/over compensated at your current position?
adequately
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
It is necessary for me to work with others on a daily basis. I enjoy working with others. The insurance industry is one where you are always receiving work FROM someone, and handing work off (or providing a quote) TO someone.
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Do you work collaboratively with supervisors/managers?
No
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
I collaborate with Underwriters. I gather information, then summarize my findings & they decide how to handle the renewal.
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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1 Income
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4 Work Environment - co-workers
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5 Work Environment - supervisors
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2 Benefits
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3 Hours
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7 Level of responsibility
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6 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Nowadays, the industry is not really training people from scratch. It's been like that for a while. It has to change, though. But some people enter the field now by starting as a Processor (which is more clerical). Then, if they do that well, then in 1 year (typically), they can move to the Account Manager position PROVIDED they made it known that they wanted to move up. If the boss passed them up for a promotion more than once, I'd move to another company & get promoted that way. It would not hurt to take insurance classes (perhaps take CPCU classes) during that 1st year as a Processor. It would show that you're serious.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
The best people for this position are those with organizational skills, good oral & written communication skills and system savvy. There is always a lot of work to do, and you're the one prioritizing your workload. Also, there is a lot of internal & external correspondence. Since phone/email is part of your daily routine, it's important to be clear and understood. It's also important to be professional at all times (not lose your temper).
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Do you feel that you need a certain level of education or training to be successful in your job?
Not if you are mature and learn MS Products (Word, Excel)
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What advice would you give to someone who was about to start work in your position/ line of work?
Insurance is a reliable industry to get into. There are a lot of companies and agencies. Change is constant, though. Companies close after 25 years with little warning. They merge, and move, and close without warning. New corporate structures take effect all the time. If you're flexible, you'll be fine. If you want the same job for the rest of your life, this will not be it - it will change on you. But everyone needs insurance.
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