- POSITION TITLE:
- Account Manager – Commercial Lines
- DEPARTMENT:
- Commercial Lines
- REPORTS TO:
- Director of Operations
- BASIC FUNCTION:
- Efficiently manage and direct new business/renewal/service processes between Producer/Team and Client to maintain and nurture new and existing relationships.
KEY RESPONSIBILITIES:
- Management of account cycle timeline
- Marketing of accounts both new and renewal
- Carrier selection
- Negotiating with carriers/underwriters – pricing/additional coverages, etc.
- Final review of new business/renewal placement
- Ability to identify deficiencies
- Direct and monitor Assistant Account Manager and/or CSR (if applicable)
- Expiration List management
- Policy check in/client delivery preparation
- Servicing liaison between producer/client/carrier.
- Proposals
- Succeed
- Annual Plan Management
- Contract review
- Resource Pro Procedures
- Familiarity with policy check-in
- 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
- Billing reconciliation
QUALIFICATIONS:
-
- Ability to build and maintain relationships with client while delivering exceptional customer service
- Active P&C license
- Marketing and placement of CL new business and renewal accounts.
- Intermediate/advanced proficiency level of Microsoft office (Word, Excel, PowerPoint, Outlook)
- Ability to work under pressure in a fast-paced environment
- Organized/detail oriented/problem solver
- Proficiency w/EPIC (preferred)
- Solid communication skills (written and verbal)
- CIC or CPCU designation (preferred)
- 3-5 years’ experience as a commercial lines account manager