PC Commercial Lines - Account Manager

Stephens • Little Rock, AR

2d

About The Position

The PC Commercial Lines - Account Manager will excel in customer service by addressing all aspects of client insurance needs in a timely manner. This role involves maintaining client retention through annual reviews, stewardship reports, proposals, and managing pre-renewal activities. Responsibilities include handling endorsements, invoicing, file setup, and resolving accounting issues. The Account Manager will also manage new business processes, validate policy accuracy, and communicate effectively with clients and carriers regarding policy and premium agreements. Issuing binders, certificates, and other documentation, managing client meetings, and initiating applications and submissions are key duties. The role requires reviewing ratings, calculations, and endorsements, demonstrating expertise in insurance coverage, Acord forms, and rating plans. Providing analytical support, responding to underwriter queries, guiding clients on claims, and executing policy renewals are also essential. Maintaining agency and document systems with precision, acting independently, and staying updated on industry changes are expected. The position is expected to uphold Stephens' Core Values.

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

• Addressing all aspects of client insurance needs in a timely manner.
• Maintaining client retention by conducting annual reviews, providing stewardship reports, insurance schedules, and proposals, and managing pre-renewal activities for premier clients.
• Handling tasks such as endorsements, invoicing, file setup, and addressing any accounting issues arising from internal operations or carrier-related matters.
• Performing new business processes, obtaining signatures and required documents, validating policy accuracy, delivering welcome packets, and reviewing any necessary corrections with the client and carrier.
• Effectively communicating with clients and insurance carriers to review policy and premium agreements and process policy transactions.
• Issuing binders, insurance certificates, auto ID cards, and other documentation as required.
• Managing, organizing, and conducting client meetings, virtually or physically, as necessary and coordinating client renewal meetings/calls to ascertain changes in their risk exposures or program concerns.
• Initiating applications/submissions, assembling loss and exposure histories, and creating marketing documentation for account executives and clients.
• Reviewing and validating ratings, premium and tax calculations, and premium-bearing endorsements.
• Demonstrating expertise in insurance coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and interacting with underwriters on diverse matters.
• Providing analytical support to clients and offering solutions to routine problems.
• Responding to underwriters’ queries promptly and offering guidance to clients on submitting first claims reports, ensuring swift carrier response.
• Executing policy renewals as required, issuing proofs of insurance, delivering or canceling policies as needed, and preventing any lapse in coverage.
• Maintaining a high level of precision in managing agency and document systems.
• Acting independently with minimal supervision and performing other tasks as assigned by management.
• Staying up-to-date with industry updates and changes, facilitating exceptional client service and account development within the scope of Stephens' Core Values.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level