Commercial Lines Account Manager

Acrisure•Edmond, OK

6d•Onsite

About The Position

The primary role of the Account Manager is to provide excellent customer service to our policyholders and prospects by answering their inquiries, resolving issues, and offering solutions. The ideal candidate should possess exceptional communication and problem-solving skills, and have a good understanding of insurance products and services.

Requirements

3+ years Commercial Lines Account Manager experience
Must have an active P&C License.

Nice To Haves

5+ years experience preferred.
Experience using Applied Epic strongly preferred.

Responsibilities

Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly.
Uses each client contact as an opportunity to review the entire account and round it out.
Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs.
Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals.
Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.
Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy.
Prepares summaries of insurance, schedules and proposals as needed for account review.
Maintains and updates electronic and client activity files.
Verifies policy and policy change information, facilitating corrections when necessary.
Processes incoming mail requests, responding promptly and appropriately.
Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
Uses agency credit and collection policy in invoicing and pursuing prompt payments
Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains a cordial and effective relationship with clients, co-workers, and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Performs technical tasks to expedite client services.
Other duties may be assigned as needs arise, or as required.