Commercial Lines Senior Account Manager
About The Position
The Senior Account Manager is responsible for assisting in the production of new and renewal accounts, in keeping with agency and individual producer goals, and when necessary, provides field service in support of producer activities and maintains high service standards. This role involves marketing, servicing, developing, and retaining assigned accounts, meeting established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments. The Senior Account Manager will obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues. They will retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed. The role also includes negotiating with insurance companies for the most proper coverage options, assisting the Producer in preparing and making presentations of insurance programs to key accounts and prospects, and performing all transactions and maintaining client files on the agency management system. Additionally, the Senior Account Manager will request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority. They will check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner. The role also requires preparing Stewardship reports, as needed, independently creating renewal proposals, and conducting renewal meetings with customers on behalf of the Producer. A key aspect is reviewing all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions. The Senior Account Manager will also refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business and participate in seminars and other training to maintain required licenses and for knowledge and skill development. Additional responsibilities may be assigned as needs arise or as required to support essential functions. Specific performance objectives may be developed each year. Remote work opportunities vary by location, department, and business need and are subject to change.
Requirements
- 5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing/rating preferred
- Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
- Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
- Strong presentation skills, with the ability to influence others
- Ability to interpret abstract information
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Regular and punctual attendance is required
- Ability to communicate effectively, both verbally and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Nice To Haves
- College degree, CPCU, and CIC designations preferred
- Proven experience working with mid-size to large commercial lines customers preferred
Responsibilities
- Market (as needed), service, develop, and retain assigned accounts; meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
- Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
- Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed
- Negotiate with the insurance companies for the most proper coverage options
- Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
- Perform all transactions and maintain client files on the agency management system
- Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
- Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner
- Prepare Stewardship reports, as needed
- Independently create renewal proposals
- Conduct renewal meetings with customers on behalf of the Producer
- Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
- Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
- Participate in seminars and other training to maintain required licenses and for knowledge and skill development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
