Job Position:

  • POSITION TITLE:
  • Account Manager – Commercial Lines
  • DEPARTMENT:
  • Commercial Lines
  • REPORTS TO:
  • Producer
  • BASIC FUNCTION:
  • To efficiently manage and direct new business/renewal/service processes between Producer/Team and Client in order to maintain and nurture new and existing relationships.
PRIMARY DUTIES AND RESPONSIBILITIES:
  • Marketing of Accounts both new and renewal business
    1. Carrier selection
    2. Negotiating with carriers/underwriters – pricing/additional coverages, etc.
    3. Final review of new business/renewal placement
    4. Ability to identify deficiencies
  • Direct and monitor Assistant Account Manager and CSR
    1. Expiration List management
    2. Account Cycle timeline
  • Assist Producer with client presentations/appointments, etc.
    1. Proposals
    2. Succeed
    3. Annual Plan Management
  • Servicing Liaison between producer/client/carrier
    1. Contract review
    2. Coverage issues
    3. Emergencies
    4. Collect premiums – assist in collections and following up for payments
    5. Prepare account summaries
  • Resource Pro Procedures
    1. Familiarity with policy check-in
    2. Carrier website download
  • Understanding and knowledge of CSR 24 (DII Edge)
    1. Ability to create a Master (new business, renewal)
  • Support Producer in expanding book of business
  • Conduct Team meetings
  • Maintain familiarity with trends in the industry as well as new insurance products
  • Tuesday Morning Meeting attendance
  • Service and assist clients as necessary
  • Assist other team members as needed
  • Skills
    1. Delivery of exceptional customer service
    2. Microsoft Office – Word, Excel, Powerpoint
    3. Ability to meet deadlines
    4. Organized
    5. Solid communication skills (written and verbal)
    6. Detail oriented
    7. Problem solver
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  • Accepted file types: pdf.
    PDF files only