Commercial Lines (P&C) Account Manager

Associated Agencies•Rolling Meadows, IL

5d•Hybrid

About The Position

We’re growing and are looking to expand our team of talented Account Managers to join Associated! Outstanding career opportunity for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our client’s success and solutions.

Requirements

Resident P&C Producer License
Middle Market Risk Experience
At least 3+ years of experience and demonstrated proficiency in a Account Management role in required lines/5-10 years of experience in an Account Management role
Contract and Lease Review Experience
Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Demonstrated proficiency with Applied Systems Epic

Nice To Haves

Working knowledge of agency management systems such as EPIC.

Responsibilities

Works closely with Producers and other Associated personnel on all aspects of client procedures.
Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
Act as a liaison between clients and insurance carriers to resolve any client service issues.
Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
Develops new business from existing accounts and contributes to departmental production goals.
Identifies and follows-up on cross selling opportunities when appropriate.