Commercial Account Manager
Commercial Account Manager
Posted on :
15-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
15-04-2025
Job Description
Job Description PGI
Position:
Commercial Lines Account Manager
Reports To:
Commercial Lines Manager and Director of Operations
Essential Functions:
Assists Risk Advisors in procuring new business and handles sales and servicing of assigned POWERS commercial lines clients and prospects in an accurate and timely manner. Is responsible for managing relationships with clients and ensuring their insurance needs are met. Expected to provide quick response times and regular updates to the client throughout the service process.
Position Summary
Requires committed energetic and empathetic listening ability with excellent communication skills a commitment to serve others ability to multitask leadership ability problemsolving ability and a desire to achieve and continually learn. Individual must be detail oriented accurate organized and efficient.
Job Duties
- Work with Account Executive Risk Advisor and others on submissions to ensure quality and complete information is gathered.
- Provide leadership to other CL Account Managers and Account Assistants.
- Marketing renewals and building relationships with carrier underwriters.
- Must be the goto problem solver for other commercial lines staff service members.
- Ability to handle all levels of client interaction.
- Staying informed of industry developments through research and review of trade press and by attending company training meetings.
Client Interactions
- Primarily interacting with middle market and larger accounts.
- Maintaining control of renewal expirations and binders on an ongoing basis.
- Marketing renewals on accounts from 120 to 90 days in advance.
- Responding to coverage questions or requests for the client including but not limited to requests related to certificates endorsements bonds cancellations and audits.
- Changes to policies as needed including but not limited to:
- Auto additions and removals
- New location
- New equipment
- Significant payroll changes
- Providing insurance advice on current coverage.
- Conducting ongoing risk management reviews of accounts to Identify coverage gaps and making suggestions to the client to further round out the account.
- Resolving any issues or concerns that arise.
- Assisting with information gathering for quoting.
- Assisting Advisor with presentation of proposals as needed/requested.
- Writing new business based on referrals from existing accounts.
- Review of new policies and preparation of same for delivery to client.
- Updating client information before the policy renewal date.
Knowledge Skills and Ability Requirements
- 5 years or more of experience in the insurance industry.
- Must be a good communicator with strong verbal skills.
- Competent computer skills particularly Microsoft Office products including Word Excel and Outlook and the ability to master the agency management system is highly desirable.
- Detailed accurate and a creative thinker.
- Selfdirected organized and efficient able to work with many managers.
- Must be able to work with minimal supervision to achieve expected results.
- P&C License required; prefer to either have or be pursuing one or more of the following designations: CWCA CLCS CLCS CRIS or CIC.
Disclaimer
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis on time and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management.
Compliance
The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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