Commercial Insurance Account Manager

At BakerHopp we believe that insurance should be more than a policy—it should be a partnership. For over 100 years, we’ve helped businesses of all sizes safeguard their operations with strategic, personalized insurance solutions. Our team is made up of passionate professionals who thrive in a collaborative, team based environment. We are currently seeking a Commercial Insurance Account Manager who is detail-oriented, customer-focused, and knowledgeable in commercial lines insurance. In this role, you’ll serve as the primary point of contact for a designated, middle market sized, book of business, delivering extra-ordinary service while managing renewals, policy changes, and day-to-day account servicing needs. This position plays a key role in client retention and satisfaction through the relationships you will build with the clients, partner insurance carriers and your teammates. Account Management Responsibilities Primary contact for client service. Attend client meetings as requested. Manage annual renewal process including obtaining and negotiating renewal quotes, preparing proposals, binding coverage and updating EPIC. Remarket renewal if necessary. Experience modification analysis (using ModMaster) by request. Final review of processed policies. Insured contract review. Manage non-pay notices and process finalized cancellations. Invoice agency bill policies and endorsements. Follow up calls to carriers and insureds for information requests. Maintain knowledge of markets. Cross sell additional lines of coverage when appropriate. Obtain change information from insured, request endorsements, update EPIC and send confirmation to insured as needed. Check and process audits – as needed. Create Renewal Questionnaire, send to insured and follow up – as needed. Order loss runs and experience mods for renewals – as needed. Prepare replacement cost estimator reports – as needed. Prepare renewal submission to incumbent carrier – as needed. Policy processing – as needed. Issue certificates – as needed. Report claims to carriers and manage claim process to resolution – as needed. Complete professional, agency standard new business submissions to carriers and agree to need by dates and other expectations from producers. Submit and follow up with carriers as to status of quotes, communicate with producers regarding additional info needed and status of account. Responsible for rating of new and remarketed business and negotiate pricing, terms and conditions. Prepare proposals, deliver to Producers and attend new business meetings when requested. Bind new business with the carriers and follow New Business Binding Checklist. Attend internal and external assigned carrier meetings, maintain assigned carrier Agency Library file and provide input to Director of Client Service, CEO and Producers about new opportunities in the marketplace. Build and maintain excellent relationships with carriers based on trust and mutual production goals. Responsible for updating and maintaining commercial lines new business report for your assigned book of business and new business opportunities. *“As needed” refers to account coordinator responsibilities, however, account managers are required to be able to perform these duties when needed. Qualifications Valid Property & Casualty License. 5+ years’ commercial lines experience. CISR, CIC, CRM or CPCU designation preferred. Excellent oral and written communication skills. EPIC, CSR24 and Indio experience preferred but not required. #J-18808-Ljbffr