Senior Account Manager - Commercial Lines
About The Position
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
Requirements
- Resident Property and Casualty License, Required
- 10+ Years as an Account Manager with mid to large sized commercial lines experience, Required
- Able to work independently with little guidance from Team Lead, Required
- A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required
- Knowledge of service standards and property and casualty policy coverage
- Highly functional in Applied Systems EPIC
- Proficient in Microsoft Word, Excel and Power Point
- Excellent 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
- Detail orientated
- Ability to prioritize and work independently
- Ability to work in a team environment
Responsibilities
- Handling the marketing of new business and renewal submissions for new and existing clients
- Acquiring 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
- Documenting 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
Benefits
- Bonus eligibility
- Hybrid work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
