SUMMARY
Responsible for providing customer service and overall service of assigned customers and / or policies on large market accounts.
Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
- Supports Producer in developing new business opportunities for existing clients and prospects;
- Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
- Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
- Reviews and summarizes marketing results and prepares proposals;
- Finalizes proposals and presentations in coordination with Producer;
- Binds insurance coverage and prepares binders and / or delegate certificates issuance;
- Reviews policies for accuracy and review contracts;
- Prepares summaries and / or schedules of coverage for clients;
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
- Provides technical guidance to staff assisting with client needs or procedural issues;
- Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
- Notifies producer of pertinent information related to client retention;
- Meets with clients as needed or directed by Producer;
- Provides mentoring to staff to support immediate supervisor;
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite
Commercial Lines Account Manager
Commercial Lines Account Manager. Are you a seasoned insurance professional with a passion for client service and a knack for managing complex accounts? Join our dynamic team and make a significant impact in the insurance industry!. Commercial Lines Account Manager. In depth technical knowledge of c...
Account Executive Lead - Commercial Insurance
Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff. Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts...
Commercial Insurance Account Executive/Team Lead
Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Account Executive to join their team. Proven experience in commercial insurance, account management, or related roles. Strong understanding of various commercial insurance products, policies, and coverage options. Pr...
Account Manager - Personal Lines
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks arepleted accurately and on-time. Coordinate expiration list with department manager to obtain renewal business information. Personal Lines Account Management experience required. Valid driver's...
Insurance Account Manager - Personal Lines
Winter Dent Company is seeking an Account Manager to join our Personal Lines team. As a Personal Lines Account Manager you will have the opportunity to build long-term relationships with a wide range of clients. Are you excited about this ACCOUNT MANAGER JOB?. As a Personal Lines Account Manager,. ...
Personal Lines Account Manager - Insurance - REMOTE
Personal Lines for Account Manager positions. Put your Insurance Experience to work – FROM HOME!. We created a welcoming place to work with friendly and professional leadership. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge...
Commercial Lines Account Manager
Commercial Lines Manager . A minimum of 5 years of experience in Commercial Lines insurance. Manage a select portfolio of high-end Commercial Lines clients. Collaborate closely with the Director of Commercial Lines to oversee day-to-day operations. ...
Account Manager, Commercial Lines
At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment. Acquires understanding of clients' insurance objectives and critically analyzes andpares insurance plans to determine suitability. Manages a book of insurance business, while acting with a high ...
Lead Account Manager
The Lead Account Manager will serve as the primary sales and account management representative to the assigned accounts, demonstrating leadership in communicating business goals, programs, and processes for the CMS business segment. Be primary contact at assigned customer site(s), focused on selling...
Commercial Lines Account Manager
Commercial Lines Manager . A minimum of 5 years of experience in Commercial Lines insurance. Manage a select portfolio of high-end Commercial Lines clients. Collaborate closely with the Director of Commercial Lines to oversee day-to-day operations. ...