Commercial Lines Account Manager
Commercial Lines Account Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Independent Agency seeking Commercial Lines Account Manager with CIC designation : Salary starting at 160k
Purpose: Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.
Essential Duties and Responsibilities:
- Responsible for the daytoday account management of an assigned book of business including but not limited to invoicing claims reporting and follow up as needed premium breakdowns policy changes review of policy forms providing coverage comparisons and responding to policy questions.
- Responsible for the oversight and completion of administrative tasks including but not limited to issuance of certificates of insurance auto ID cards and processing policies/endorsements.
- Build courteous and successful relationships with clients vendors and carriers to improve client retention.
- Identify gaps in coverage and consult leadership or producer of options to advise the client.
- Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information obtaining updated information handling renewal applications renewal marketing account rounding reviewing and facilitating the renewal pricing as well as preparing the renewal proposal and binders.
- Review and document internal compliance and client disclosure requirements policies endorsements and certificates to ensure alignment with client expectations legal requirements and insurance operations.
- Assist in growing the assigned book of business through account rounding and referrals.
- Support marketing and sales teams as needed.
- Attend internal and client meetings as needed.
- Follow agency guidelines policies and procedures.
- Promote teamwork support knowledge sharing and a positive attitude in the department and office.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Participate in training opportunities to remain current on industry information new product development legislation coverages and technology including professional development and continuing education required for valid licensing.
- All other duties as assigned.
Competencies:
- Resilience Steps up to tackle tough assignments.
- Drives Results Consistently achieve results through problem solving.
- Instills Trust Gains the confidence & trust of others through honesty integrity & authenticity.
- Customer Focused Builds strong relationships and delivers customer centric solutions.
- Drives Engagement Helps create a positive and engaging work environment.
- Cultivates Innovation Creates new and better ways for internal processes.
- Attracts & Develops Talent Refer top talent and set a positive example for potential new hires.
- Decision Quality Make good and timely decisions that drive efficient workflows.
- Communicates Effectively Delivers communications that convey a clear understanding of the unique needs of different audiences.
- Mentorship Support the growth and development of others through teamwork and knowledge sharing.
Education Experience and Knowledge Required:
- Property and Casualty Insurance Producer license in good standing.*
- Knowledge of insurance coverages contracts and state regulations where business is conducted.
- Proficient knowledge in Microsoft Windows environment including but not limited to Word Excel Power Point and Publisher. Able to create edit and merge letters spreadsheets labels etc.
- Experience using Applied Epic*
- Proficient knowledge use of office equipment (including but not limited to copy machines printers faxes binding machine etc.)
- 5 years experience in the insurance industry or a related field.*
#LITM1
Required Experience:
Manager
Employment Type
Full-Time
