- 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.
- Marketing of Accounts both new and renewal business
- 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 CSR
- Expiration List management
- Account Cycle timeline
- Assist Producer with client presentations/appointments, etc.
- Proposals
- Succeed
- Annual Plan Management
- Servicing Liaison between producer/client/carrier
- Contract review
- Coverage issues
- Emergencies
- Collect premiums – assist in collections and following up for payments
- Prepare account summaries
- Resource Pro Procedures
- Familiarity with policy check-in
- Carrier website download
- Understanding and knowledge of CSR 24 (DII Edge)
- 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
- Delivery of exceptional customer service
- Microsoft Office – Word, Excel, Powerpoint
- Ability to meet deadlines
- Organized
- Solid communication skills (written and verbal)
- Detail oriented
- Problem solver
