Small Business Commercial Lines Account Manager
About The Position
The Select Specialist Commercial Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Select Specialists. Note: This role is hybrid with offices in Boston MA or Guilford CT. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance product; Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline Reviewing current policies and providing recommendations regarding placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier; Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s
Requirements
- 3 - 5 years’ experience of Commercial Lines client management experience
- Valid P&C brokers’ license, college degree preferred
- Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
- Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures
- Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
- Understanding of marketplace trends and best practices to best meet client needs
- Ability to collect, interpret and/or analyze complex data and information
- Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
Nice To Haves
- Industry specific designations preferred- CISR, ARM or similar
Responsibilities
- Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
- Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly
- Participating in the retention of renewal business.
- Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance product
- Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
- Reviewing current policies and providing recommendations regarding placement options.
- Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums
- Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
- Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
