Account Manager - CL
Legacy Risk Solutions, Hoover, AL, United States
Job Summary
We are a full service independent insurance agency seeking an experienced customer service professional to support our Insurance Producers with the sales and service of Commercial Lines Accounts. This position requires you to be fully knowledgeable of the various aspects, coverage, and needs of each account. You will need to become familiar with all carrier rating programs and underwriting guidelines. You will need to assist Producers with the marketing and placement of both new and renewal business. Prompt and efficient customer service is vital in this role.
Responsibilities And Duties
Work with Producer in developing and closing new business and retaining existing accounts
Assist Producer in obtaining all forms required for compliance with agency and company guidelines as needed
Marketing and placement of new business
Assist Producer in negotiating policy and payment terms & obtaining finance contracts
Prepare professional proposals, spreadsheets, documents as needed
Understand all aspects of client operations & provide risk evaluation of client exposures by competent coverage review
Participate in client presentations & client contact campaigns as needed
Order and review policies, order endorsements and review for accuracy, review audits, experience rating modifications and classifications and make recommendations
Assist Producer by developing excel spreadsheets that will be shared with the client to maintain certificate lists, driver lists, property schedules, vehicle & equipment lists
Issue Binders & set up initial certificates for processing and other necessary forms as needed
Review and work pro‑actively using renewal timelines, reviewing with Producer 120 days out
Communicate issues with both carrier and client to Producer as needed in between monthly reviews
Receivable & collection management
Review client balances with Producers monthly
Qualifications And Skills
Proficient use of AMS360 or Applied EPIC preferred along with working knowledge of:
Outlook
Excel
Word
#J-18808-Ljbffr
Responsibilities And Duties
Work with Producer in developing and closing new business and retaining existing accounts
Assist Producer in obtaining all forms required for compliance with agency and company guidelines as needed
Marketing and placement of new business
Assist Producer in negotiating policy and payment terms & obtaining finance contracts
Prepare professional proposals, spreadsheets, documents as needed
Understand all aspects of client operations & provide risk evaluation of client exposures by competent coverage review
Participate in client presentations & client contact campaigns as needed
Order and review policies, order endorsements and review for accuracy, review audits, experience rating modifications and classifications and make recommendations
Assist Producer by developing excel spreadsheets that will be shared with the client to maintain certificate lists, driver lists, property schedules, vehicle & equipment lists
Issue Binders & set up initial certificates for processing and other necessary forms as needed
Review and work pro‑actively using renewal timelines, reviewing with Producer 120 days out
Communicate issues with both carrier and client to Producer as needed in between monthly reviews
Receivable & collection management
Review client balances with Producers monthly
Qualifications And Skills
Proficient use of AMS360 or Applied EPIC preferred along with working knowledge of:
Outlook
Excel
Word
#J-18808-Ljbffr