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Huntington National Bank Insurance Account Manager in Columbus, Ohio


  1. 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

  1. 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

  1. 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

  1. 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.

  1. Assist in Colleague Development

Serve as a technical, product and process resource as requested

Assist with colleague training as requested

  1. 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

Quality Assurance:

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.

Basic Qualifications:

  • Bachelor’s Degree

  • Minimum 3 years' experience in Insurance Industry

Preferred Qualifications:

  • 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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