Commercial Lines Account Manager
About The Position
We are seeking an Account Manager to work with Senior Leadership in our Property and Casualty division. Ideal candidate will have a diverse and deep understanding of complex Commercial Lines of business. This licensed individual will have the ability to contact a client, gather information, determine coverage needed for the individual client, market, place and sell the account. They will have a workable knowledge of finances and financial statements along with an understanding of Microsoft excel including development of formulas within the program. They will have the ability to prioritize and delegate workflow issues for the most efficient use of time and resources.
Requirements
- Must meet management’s Senior Account Manager performance expectations.
- High School Diploma or General Education Degree (GED).
- Property & Casualty license required.
- 10-15 years commercial insurance experience.
- CIC / CPCU designation or equivalent required.
- Minimum three years working accounts with premiums of $350,000 and higher.
- Customer service experience.
- Speed and accuracy in all areas.
- Detail-oriented.
- Knowledge of Microsoft Office products.
- Excellent verbal and written communication skills.
- Organized.
Responsibilities
- Advise clients on coverage issues.
- Act as a resource & provide guidance to co-workers.
- Decide the best market with which to place an account and which markets to approach for the accounts (coverage and pricing would be considered).
- Check all incoming policies, audits, and endorsements for accuracy.
- Input the data on the system.
- Bill policies, audits, and endorsements.
- Write to company for corrections to policies, endorsements, audits.
- Enter and update applications to be submitted to company for marketing.
- Follow up with companies in the marketing process to obtain quotations.
- Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)
- Write to the company for changes, issue certificates, ID cards, and send out to customer.
- Issue binders.
- Issue cancellation requests.
- Check expiration lists to be sure everything is bound or renewed on time.
- Research and explain accounting differences.
- Do rating if needed.
- Check follow-up items and second request outstanding items.
- Complete special projects as assigned.
- Must comply and follow our workflows and procedures and follow all guidelines regarding Errors & Omissions.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
