Account Manager- Commercial Lines

Paquin & Carroll Insurance • Biddeford, ME

12d • Onsite

About The Position

Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.

Requirements

• Must have insurance license as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system (AMS), and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

Nice To Haves

• Must be an assertive self-starter with the ability to influence others.
• Should have demonstrated effective presentation skills through both verbal and written communications.

Responsibilities

• Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claim
• Works with the Account Executive to gather information and risk management recommendations for the renewal of designated accounts 120 days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed.
• Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secures and submits required renewal underwriting information.
• Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Receives and reviews all terminations and cancellations to determine action to be taken, and takes needed action within 72 hours of receipt.
• Handles premium collection through form letters and requests cancellation of policies when necessary.
• Back – up to claims department and provides assistance in their resolution, as necessary.
• Solicits expiration dates for policies not written by agency
• Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
• Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
• Performs other functions as assigned by management.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed