Commercial Lines Account Manager

Overview

The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention. The essential functions of the position include assisting clients with their service needs, making adjustments to existing accounts, and building effective long-term relationships with clients and carrier underwriters.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email, and in-person interactions.
• Collaborate with Agency Producers to assemble, market, and place coverage for new clients.
• Assist existing clients in making coverage changes; Attend to clients' needs by producing binders, certificates, policies, endorsements, and other related items. Using each interaction with the client as an opportunity to deliver attentive, well-thought-out, and timely service.
• Help clients in submitting first reports of claims; ensure prompt response from carrier staff and follow up on claims status to keep insureds informed.
• Review policy audits; Verify accuracy and facilitate corrections, as needed, between client and carrier. Update and maintain documentation in the Agency management system.
• Prior to renewal, contact clients to verify account details, prepare summaries of insurance, schedules, etc. Create renewal proposals and handle other renewal activities (i.e., updating Acord applications, requesting & processing loss runs, submitting applications to carriers, issuing policies, facilitating payment, etc.)

Qualifications

Company Description

Nicholson Associates, Inc. is a family-owned and operated independent insurance agency that has been serving Connecticut since 1958. Representing over 20 top-rated carriers, we take pride in providing exceptional, client-focused service and expert risk management solutions to businesses across the state.

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