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