Commercial Lines Captive Account Manager

Job Description

Job Description

The Commercial Lines Captive Account Manager (AM) provides support in obtaining, maintaining, expanding and servicing clients in the captive marketplace. The Captive AM possesses more technical and coverage knowledge than that of a CSA and can handle medium to large accounts with minimal to no assistance.

The Captive AM is responsible for assisting the Producer in writing new captive accounts and rounding out existing accounts. You'll work with top-notch industry leaders to ensure our clients' policies cover their exposures, are up-to-date and in compliance. Always keeping an eye out for legal and compliance alerts, you'll send out notifications as needed. Working as a team, you'll strive to continuously improve the client's experience from sign-on to renewal.

Responsibilities

• Proactively identifies inadequacies and gaps in coverage
• Assists Producer with new and renewal business per agency workflows including, but not limited to, preparing new applications in agency management system, ordering loss runs, submitting applications to carriers, obtaining client signatures as appropriate, and following up to ensure timely responses in conjunction with Producer
• Processes or assigns all incoming items, including but not limited to, change requests, requests for certificates, audits, notice of cancellations and endorsements
• Maintains current knowledge of the marketplace
• Confirms the carrier-produced documents for accuracy including, but not limited to, policies, endorsements, audits, cancellations and secures corrections from carriers on incorrect items
• Performs contract reviews on complex Certificates of Insurance
• Prepares finance agreements and collects down payments
• Invoices transactions accurately including new business, renewals, endorsements, cancellations, and audits
• Responds to client requests professionally and within 24 hours of receipt
• Follow-up on open tasks / activities daily
• Process and / or assign un-routed attachments daily
• Create new business or renewal proposals
• Request quotes from carriers and brokers and review for accuracy

Qualifications

Years of Experience :

Education :

Additional Information :

Benefits :

Why Work at G&A?

Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.

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