SUMMARY
Responsible for client servicing, account retention, and account rounding for assigned book of high-volume program business consisting of accounts ranging in size from small business to small middle market.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer.
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
- Reviews and summarizes marketing results and prepares proposals.
- Communicates with Underwriters regarding errors and expedites corrections.
- Leads account rounding efforts to bolster client retention.
- Reviews policies for accuracy and reviews contracts.
- Prepares summaries and / or schedules of coverage for clients.
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
- Works within EPIC account management system.
- Communicates with Producer on complex client issues (exposures, claims, retention issues).
- Meets with clients as needed or directed by Producer.
- Reconciles and resolves missing payments and commissions between accounting department and carrier billing department.
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
- Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
- Performs other duties as assigned
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid insurance license
SKILLS
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
Employee Benefits Account Manager-Insurance
Employee Benefits Account Manager. Employee Benefits Account Manager. Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPAA, as well as various state and federal regulations specific to health insurance. ...
Remote Insurance Commercial Lines Account Manager
We are looking for a motivated Commercial Lines Account Manager with 3 to 5 years of experience in commercial insurance to manage and support our diverse portfolio of business clients. If you are a driven and experienced Commercial Lines Account Manager looking to advance your career with a leading ...
Account Manager - Commercial Insurance - Property & Casualty
The Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace o...
REMOTE - Commercial Lines Account Manager
We are currently seeking a dynamic and highly-driven Commercial Lines Account Manager to join our team. This is an exciting opportunity for a seasoned professional to manage and grow a portfolio of commercial insurance accounts. Oversee a portfolio of commercial insurance accounts, ensuring all clie...
Assistant Account Manager / Specialist, Commercial Lines
Commercial Lines insurance brokerage preferred. Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). Our Transportation and Logistics Practice specializes in i...
Personal Insurance Account Manager
Our client is seeking a P&C licensed, dedicated, and proactivePersonal Lines Account Managerto join their team. Previous experience in personal lines insurance, account management, or customer service. Assist clients in reporting and navigating insurance claims, acting as a liaison between clients a...
AWS Sr. Account Manager, Commercial
As a Commercial Account Manager at AWS, you will have the exciting opportunity to directly impact the growth and shape of emerging technologies. Commercial is a team of Field Sellers, made up of 150+ Account Managers and 350+ cross functional team members in the United States, who work toward the co...
Commercial Loan & Agency-Account Servicing Manager
Commercial Loan & Agency-Account Servicing Manager II. You have exceptional communication skills and 3+ years of financial services experience gained at a top tier financial institution with 3+ years of commercial loan experience and seeking your next career growth. Support various lines of business...
Claim Manager-Commercial General Liability (hybrid, Chicago or Tempe)
For this position, we are open to hiring a Claim Manager (manages a team along with their own small pending) or a Technical Claim Manager (does not manage a team but has a full pending). Typically requires a bachelor’s degree in business administration, insurance, or a related field and 6+ years of ...
AWS Sr. Account Manager, Commercial, SMB/SSI Sales District - Illinois Engaged
As a Commercial Account Manager at AWS, you will have the exciting opportunity to directly impact the growth and shape of emerging technologies. Commercial is a team of Field Sellers, made up of 150+ Account Managers and 350+ cross functional team members in the United States, who work toward the co...