Commercial Account Manager
About The Position
Manage customer needs for a well-established independent insurance agency by performing the following tasks: Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner. Make necessary contacts both inside and outside of the organization in order to obtain client requested information. Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis. Create and present renewal proposals to existing clients. Communicate clients' needs and binding instructions to carriers. Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents. Manage client accounts receivables to ensure timely collection of premiums and payments to carriers. Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information. Ensure that all regulatory requirements are met and complies with all internal policies and procedures. Other duties as assigned.
Requirements
- 2 years Commercial Lines Insurance experience required.
- Experience with high net-worth clients
- Holds appropriate P&C License.
- Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.
- Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.
- Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of EPIC is ideal.
- Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.
- Proven ability to exercise sound judgment and strong problem-solving skills.
- Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.
Nice To Haves
- Professional designations a plus, e.g. CPCU, CIC, CISR etc.
- EPIC Experience preferred
Responsibilities
- Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
- Make necessary contacts both inside and outside of the organization in order to obtain client requested information.
- Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
- Create and present renewal proposals to existing clients.
- Communicate clients' needs and binding instructions to carriers.
- Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
- Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.
- Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information.
- Ensure that all regulatory requirements are met and complies with all internal policies and procedures.
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
