Insurance Commercial Lines Account Manager

Job Description

SUMMARY

The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and / or large commercial lines accounts.

You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating / margin targets and fostering a culture of performance and continuous improvement.

This position is essential in maintaining our current customers and directly affects our policy and premium retention rates.

This position is also considered support staff for our Producers.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

Services Commercial Lines Book of Business, including :

Builds and solidifies relationships with existing clients by providing ongoing customer

care

Endorsements

Billing / payments (invoice transactions, record payments, prepare finance

agreements)

Assists Claims Coordinator (when needed)

Creates new / renewal business submissions

Loss runs (create letters, order loss runs / obtain / order experience modifiers)

Gathers & helps complete supplemental applications & supporting documentation

Issues certificates, evidence of insurance, auto id cards, and binders

Processes and mails out policies

Creates proposals for Producers

Cancellation tracking and processing (pending and cancelled)

Audit tracking

Issues and Processes Bonds

In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner

Supports one or more Producers and is the first line of contact when the Producer is not available

Remarkets accounts when necessary

Account rounding for existing Commercial Lines business

Rating and Comparisons

Builds carrier relationships and keeps up with carrier updates and underwriting information

Maintains complete and accurate client and policy data and documents within the operating systems

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined.

Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Specific performance objectives may be

developed each year to measure performance of the tasks and functions listed in this job description.

Education and Work Experience

High School Diploma or GED equivalent, College Degree preferred

3-7 years Commercial Lines insurance account management experience is required

Oklahoma and TX Property & Casualty Insurance License

Thorough knowledge of commercial lines coverages and markets

Experience with handling large, complex risks

Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical / Functional Competencies

Proficient in PC operating systems Applied Epic

Proficient in Microsoft Office - Outlook, Word, Excel, etc.

Knowledge of and experience with Insurance Carrier websites

NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations : Plano-Parkwood

Plano-Parkwood