PC Commercial Lines - Account Manager

Stephens Default•Little Rock, AR

22h

About The Position

This role focuses on managing client insurance needs within the commercial lines sector, emphasizing excellent customer service, client retention, and efficient processing of insurance-related tasks. The Account Manager will be responsible for maintaining client relationships, handling policy transactions, and ensuring accurate documentation and communication with both clients and insurance carriers. The position requires a strong understanding of insurance principles and the ability to work independently.

Requirements

Bachelor's degree in a related field.
5+ years of related experience and/or training.
Equivalent combination of education and experience.
Appropriate insurance licenses in each state where business is being solicited.

Nice To Haves

Transportation or trucking insurance experience strongly preferred.

Responsibilities

Address all aspects of client insurance needs in a timely manner.
Maintain client retention by conducting annual reviews, providing stewardship reports, insurance schedules, and proposals.
Manage pre-renewal activities for premier clients.
Handle endorsements, invoicing, file setup, and accounting issues.
Perform new business processes, including obtaining signatures and required documents.
Validate policy accuracy and deliver welcome packets.
Review necessary corrections with clients and carriers.
Communicate effectively with clients and carriers to review policy and premium agreements.
Process policy transactions.
Issue binders, insurance certificates, auto ID cards, and other required documentation.
Manage, organize, and conduct client meetings (virtually or physically).
Coordinate client renewal meetings/calls to ascertain changes in risk exposures or program concerns.
Initiate applications/submissions, assemble loss and exposure histories, and create marketing documentation.
Review and validate ratings, premium and tax calculations, and premium-bearing endorsements.
Interact with underwriters on diverse matters.
Provide analytical support to clients and offer solutions to routine problems.
Respond to underwriters’ queries promptly.
Offer guidance to clients on submitting first claims reports.
Execute policy renewals, issue proofs of insurance, and deliver or cancel policies.
Prevent any lapse in coverage.
Maintain a high level of precision in managing agency and document systems.
Act independently with minimal supervision.
Perform other tasks as assigned by management.
Stay up-to-date with industry updates and changes.
Facilitate exceptional client service and account development within the scope of Stephens' Core Values.