Commercial Lines Account Manager
The Account Manager is at the center of ensuring the successful delivery of exceptional service to our clients. Working with the Producer he or she plans, executes, and tracks a customized service plan for each client, supports clients in reviewing coverage and program options and understanding associated details, and oversees the accuracy of client information in our agency management system.
Responsibilities include :
- Works with service team to effectively manage and oversee new business and / or renewal processes by following workflow procedures and best practices
- Creates submission for underwriters, by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices
- Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients
- Evaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requested
- Manages creation of proposals, providing summary of programs and options and service plan designed to support clients in making decisions about insurance programs
- Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings
- Maintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approaches
- Consistently follows client service workflows
- Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
- Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, etc.
- Communicates effectively with Producers and Client Service Representatives and provides timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload.
Experience / Requirements :
5+ years Account Manager Middle Market Accounts experience within an insurance brokerage, or comparable experience.
Upon hire, Illinois Producers License for Fire / Casualty
BS / BA in Business, Insurance or related field preferred
Salary range based on experience : $85,000-$95,000 per year
Position Id
19900
Job Type
Full-Time Regular
Location
Chicago IL
Compensation
$90,000.00
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