Senior Account Manager - Commercial Lines

Overview

Senior Account Manager position with responsibilities spanning client procedures, account servicing, and development of new business from existing accounts. Primary focus on marketing of new business and renewal submissions, client objectives, and liaison with insurance carriers.

Responsibilities

• Works closely with Producers and other associated personnel on all aspects of client procedures.
• Makes major decisions independently in assisting producers by handling the marketing of new business and renewal submissions for new and existing clients and documenting accordingly.
• Acquires understanding of clients' insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission; selecting markets; negotiating with underwriters; preparing proposals; processing policies; reviewing issued policies for accuracy and endorsements.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Acts as a liaison between clients and insurance carriers to resolve client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new / renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows up on cross-selling opportunities when appropriate.

Requirements

Knowledge and Skills

Benefits

Salary Description

$90,000.00 - $115,000.00

Seniority level

Employment type

Job function

Industries

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