Account Manager - Commercial Lines

November 28

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Commercial Property and Casualty • Risk Management • Loss and Claims Management • Employee Benefits • Professional Employer Organization

10,000+ employees

Founded 2013

💸 Finance

Description

• Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. • Develop coverage strategies and plan with occasional guidance or direct supervision. • Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. • Respond to client inquiries, incoming mail, and company request needs on a timely basis. • Insurance marketing and sales. • Collect renewal data on assigned accounts. • Claims support. • Develops coverage strategies and plans as necessary. • Review new/renewal policies and endorsements to insure items were received as ordered. • Maintain accuracy of client data in agency management system (Applied Systems / EPIC) • Document all activities in agency management system (Applied Systems / EPIC) • Understand and utilize upload, download and interface technology. • Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client. • Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management. • Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. • Maintain knowledge of current underwriting requirements of contracted insurance carriers. • Maintain knowledge of policy provisions and any changes in these provisions. • Complete other functions and assignments as assigned including back-up duties.

Requirements

• Active Property & Casualty License Required. • Strong organizational skills- ability to discern priority and initiative. • Computer skills, specifically Microsoft Word, Outlook and Excel • Excellent verbal and written communication skills as well as strong interpersonal skills • Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages. • Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form. • Applied Systems / EPIC experience a plus. • Knows and applies principles of insurance to everyday situations.

Benefits

• Competitive Compensation • Industry Leading Healthcare • Savings and Investments • Charitable Giving Programs • Opportunities for Growth • Parental Leave • Generous time away