Small Business Commercial Account Manager

November 13

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Risk Strategies Company

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

5001 - 10000

Description

• Serve as a trusted advisor to small business clients • Provide consultative guidance and best in class service • Build and maintain constructive relationships with internal and external customers • Leverage commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities • Participate in the retention of renewal business • Interact with producers to prepare specifications, applications, underwriting data and related information • Ensure the client has continuous and proper coverage • Review current policies and provide recommendations regarding placement options • Support the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details • Execute coverage analysis and provide accurate quotation for additional coverage

Requirements

• 3 - 5 years’ experience of Commercial Lines client management experience • Valid P&C brokers’ license, college degree preferred • 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 • 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

Benefits

• Comprehensive suite of benefits • Medical • Dental • Vision • Disability • Life • Retirement savings