Account Manager - Commercial Lines
About The Position
The Account Manager will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, the AM will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. Working alongside the Producers, or AE as assigned, and the AM shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
Requirements
- 1-2 years in insurance company or agency preferred or professional business experience
- High School diploma or equivalent; AA and/or college degree desirable
- Property and Casualty Insurance License preferred, or willing to obtained within 90 days of employment
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- Excellent written and oral communication skills
- Ability to work in a positive team environment and collaborative culture
- Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail
- Broad knowledge of insurance products and usages and ability to work independently
Responsibilities
- Manages a book of Property and Casualty insurance business.
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
- Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business
- May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
- Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers.
- Troubleshoots claims and billing issues.
- Responsible for overall retention of accounts in assigned book of business
- Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
- Identifies and follows-up on cross-selling opportunities when appropriate
- Produce binders, certificates, endorsements, and other related items while verifying their accuracy
- Maintain controls on renewals and binders to ensure timely preparation and processing
- Prepare summaries of insurance, schedules, and proposals as needed for account review
- Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer
- Assist Producers in the premium collection process and handle accounting issues
- Refers current and prospective clients to other departments for solicitation of those lines of business
- Assist clients with claims when necessary
- Adhere to all Agency systems, procedures, and state regulations
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
