COMMERCIAL LINES ACCOUNT MANAGER

Job Description

Job Description

BayCoast Insurance Group

Grade Level : 107

PRIMARY FUNCTIONS

Work as a team member to achieve department goals and overall company goals. Assist the producers in servicing a book of business, including new and renewal marketing and placement, providing support to producers to facilitate account growth. Provides direction to Commercial Lines CSR’s and trainees as necessary. Demonstrates leadership skills and continually leads by example. Actively supports and incorporates company mission and core values into daily activities.

MAJOR RESPONSIBILITIES :

• Coordinates expirations with producers and / or account executive to obtain renewal and / or new business information. Keep producers fully informed of all important activities on their accounts. Meet weekly with producers to review upcoming renewals.
• Identifies policies requiring renewal attention for surplus lines or agency billed policies and sends carriers renewal changes in time. Prepare presentation packages and maintain underwriting and marketing information by carrier. Renewal offers delivered to clients 30 days prior to expiration. Occasionally meet with customers on larger accounts.
• Reviews renewal policies and offers suggestions or recommendations on coverage gaps.
• Processes, maintains, and prepares renewal accounts for marketing, placement and delivery to producers or clients as directed. Verify all policies listed on the expirations list have been renewed or rewritten and remarket as needed. Inform and educates clients about coverage, exclusions and exposures, documents accordingly.
• Conducting account reviews - Complete account reviews and contact clients via phone call on 100% of assigned accounts each week. This includes :

Pre-call account review

QUALIFICATIONS :

1. Good communication skills both verbal and written. Possesses a supportive and responsive manner with internal and external customers.

2. Has the ability to perform multiple tasks in complex working environment accurately and proficiently.

3. Possesses above average computer knowledge and skills. Has knowledge and experience necessary for independent decision-making ability.

4. Must be licensed per state requirements. Holds a professional insurance designation.

5. Attend educational seminars. Some travel may be required.