Account Manager-Small Business Commercial

Risk StrategiesBoston, MA
105d$65,000 - $85,000

About The Position

The Select Specialist Commercial Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Select Specialists.

Requirements

  • 3 - 5 years’ experience of Commercial Lines client management experience.
  • Valid P&C brokers’ license.
  • College degree preferred.
  • Industry specific designations preferred- CISR, ARM or similar.
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred.
  • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures.
  • Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information.
  • Understanding of marketplace trends and best practices to best meet client needs.
  • Ability to collect, interpret and/or analyze complex data and information.
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.

Responsibilities

  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
  • Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients.
  • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly.
  • Participating in the retention of renewal business.
  • Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance product.
  • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.
  • Reviewing current policies and providing recommendations regarding placement options.
  • Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums.
  • Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier.
  • Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage.

Benefits

  • Comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Bachelor's degree

Number of Employees

5,001-10,000 employees

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