Account Manager, Commercial Lines

Responsibilities

Service day to day client needs including fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.

Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing

Review quote documents to ensure all insurance requirements are included in quote proposal

Manage client relationship ensuring satisfaction

Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate

Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters

Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders

Responsible to set up and maintain electronic records

Use best practices and internal broker standards for service and maintenance of client files and information

Training and collaboration with team members to share and educate on coverage, exposures and client knowledge

Other duties as assigned.

Requirements

High School or equivalent

P & C Insurance Producer License Required

Two or more years insurance brokerage or property casualty insurance experience in account management role preferred

Exceptional customer service skills

Strong reading comprehension and analysis skills

Strong data entry skills

Strong written and oral communication skills

Strong organization and follow up skills

Ability to effectively work in a team environment

Proficient in Word, Excel, Outlook, and internet utilization

Applied EPIC Agency Management System experience preferred but not required

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