Account Manager - Commercial Lines

October 15

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Risk Strategies Company

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Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000

Description

• The Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance • Building and maintaining constructive and effective relationships with internal and external customers • Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers • Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact • Participating in the retention of renewal business • Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products • Ensuring the client has continuous and proper coverage and advising the client of any recommendations • Reviewing current policies and providing recommendations regarding placement options • 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 • Industry specific designations preferred- CISR, ARM or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting