Job Position:

• 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
  1. Marketing of accounts both new and renewal
  2. Carrier selection
  3. Negotiating with carriers/underwriters – pricing/additional coverages, etc.
  4. Final review of new business/renewal placement
  5. Ability to identify deficiencies
• Direct and monitor Assistant Account Manager and/or CSR (if applicable)
  1. Expiration List management
  2. Policy check in/client delivery preparation
• Servicing liaison between producer/client/carrier.
  1. Proposals
  2. Succeed
  3. Annual Plan Management
  4. Contract review
• Resource Pro Procedures
  1. 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:

• 1.  Ability to build and maintain relationships with client while delivering exceptional customer service
  2.  Active P&C license
  3.  Marketing and placement of CL new business and renewal accounts.
  4.  Intermediate/advanced proficiency level of Microsoft office (Word, Excel, PowerPoint, Outlook)
  5.  Ability to work under pressure in a fast-paced environment
  6.  Organized/detail oriented/problem solver
  7.  Proficiency w/EPIC (preferred)
  8.  Solid communication skills (written and verbal)
  9.  CIC or CPCU designation (preferred)
  10.  3-5 years’ experience as a commercial lines account manager