To perform the role of an experienced Commercial Lines Account Manager successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSEN TIAL DUTIES & RESPONSIBILITIES :
- Serve as primary expert resource and first point of contact for clients
- Perform research / analysis and handle of wide variety of client questions on coverage / eligibility and government reporting compliance
- Prepares endorsements per client requests
- Analyze relevant client data for new and renewal business including census / experience data, contractual requirements for insurance, etc
- Conduct market comparisons by analyzing insurance rates and renewal information
- Obtain quotes and make recommendations to clients regarding coverage and exclusions
- Negotiate premium and commission rates on behalf of clients for best alternatives
- Provides marketing and new business development support to producers, including preparing presentations and proposals and participating in meetings with prospective clients
- Conducts marketing and new business development for employee’s book of business
- Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
- Assist with input and maintenance of Agency Management System
- Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records
- Stay informed regarding industry information, new product / program developments, coverages, legislation, technology to continuously improve knowledge and performance
- Collect missing information from Producer / Account Manager Team along with loss information requests (includes follow-up with appropriate parties
- Delegates office administrative work to appropriate staff and oversees said tasks
SUPERV I S O R Y RESPONSIBILITIES :
May assist in supervising Assistant Account Manager and / or Administrative Assistant position(s)
KE Y COMPETENCIES :
- Advanced knowledge of carrier websites for application detail input
- Full knowledge of Property Casualty lines of coverage and services
- Recognize problems and respond appropriately
- Able to analyze situations logically in order to draw solid conclusions
- Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
- Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
- Strong attention to detail and time management abilities
- Strong ability to multi-task and assign priority
- Ability to work effectively and efficiently without direct supervision
- Ability to work effectively and efficiently in a team environment as well as independently
- Strong interpersonal communication skills, both written and oral
- Project a professional image in action and appearance
- Must have high level of interpersonal skills to handle sensitive and confidential situations
EDUCA TION and / or EXPERIENCE :
- HS Diploma or equivalent required
- 3-5 years’ experience in an insurance agency firm / brokerage
- 3-5 years' experience handling midsize to large market commercial clients
CER TIFICATES, LICENSES, REGISTRATIONS :
- Current Indiana Property and Casualty License required
- Valid Driver License required
WHY JOIN EPIC?
- Ranked #17 Top Global Broker by AM Best
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
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