Commercial Lines Account Manager

Risk StrategiesBoston, MA
Hybrid

About The Position

This position requires some travel within the New England area. Work on a team with other passionate and talented people to build and grow a high-performing company. You will have an opportunity to learn, grow and develop yourself while directly contributing to our company’s growth goals. You will be responsible for the day-to-day management of a property & casualty book of business with focus on middle market clients (middle market defined as account premium size between $100,000-$1,000,000+).

Requirements

  • Current Property & Casualty Producer License
  • 4-5 years’ experience with middle market commercial property & casualty accounts
  • Experience with construction accounts preferred
  • Must be able to apply account management concepts, practices, and procedures
  • Superior skills in Microsoft Word/Excel and Adobe Acrobat-full version.
  • Excel in a demanding and fast-paced work environment; meet multiple deadlines consistently
  • Demonstrates thoroughness, an attention to detail and concern for quality in performing all tasks
  • Ability to communicate professionally with clients and develop strong client relationships
  • Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance

Nice To Haves

  • College degree, preferred

Responsibilities

  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
  • Develops an understanding of the clients’ business priorities and risk management needs.
  • Gathers information on exposures and operations to prepare submission and coverage specifications as needed.
  • Utilizes knowledge of industry and markets in preparing underwriting specifications and negotiating pricing/coverage objectives.
  • Prepares and participates in client proposals and presentations.
  • Provides quality day-to-day service on client deliverables.
  • Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues.
  • Invoices and tracks for monies due until received from clients.
  • Key liaison coordinating processes and activities supported by other team members e.g. Certificates of Insurance, Auto ID cards and, Surplus Lines filings, etc.
  • Develops carrier/vendor relationships and stays abreast of products and offerings through our carrier and vendors partners
  • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in accordingly

Benefits

  • Comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
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