Commercial Lines Account Manager

Job Description

Job Description

Description :

Position : Commercial Lines Account Manager

Reports To : P&C Operations Manager

JOB SUMMARY :

The Commercial Lines Account Manager acts as the “manager” of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and evidence of insurance, assisting with claims, handling new business and renewals, including applications, marketing / rating of policies, preparation of quotes and proposals, ordering / binding coverage with carriers.

It is imperative that the Account Manager has the ability to work in the Agency Management System (Applied Epic) efficiently and as instructed; as well as to communicate clearly with the producer(s) and take direction when provided.

PRIMARY RESPONSIBILITIES AND DUTIES

New Business :

• Pre-qualifies new business according to agency standards.
• Assists clients with making coverage changes in an automated environment supported by electronic filing; handles billing as needed and invoices accordingly; uses each contact with the client as an opportunity to review the whole account, round it and market.
• Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.
• Provides technical support to producer(s) to benefit clients and to reach agency’s strategic business goals.
• Prepares proposals and completes application in coordination with producer(s); submits applications to eligible and appropriate carriers; obtains client signatures on all applications and required forms; follows up to ensure timely receipt of quotes and policies.
• Responds to clients’ needs by producing binders, certificates, policies, endorsements, and other related items; and verifies their accuracy.

Marketing :

Retention :

Personal and Organizational Development :

Requirements :

KNOWLEDGE, SKILLS, AND ABILITIES