Associate Commercial Lines Account Manager
Indexed description
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Life Insurance
Retirement Plan
Career Growth Opportunities
Responsibilities
- Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
- Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
- Respond to client and insurance carrier requests within agreed upon timeframes.
- Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
- Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
- Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
- Prepare proposals and summaries of insurance, as needed.
- Assist clients with claims reporting.
- Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
- Manage client account in accordance with guidelines and key performance indicators.
- Keep current on industry information, technology, and trends.
- 2 years of experience in a Commercial Property & Casualty insurance agency.
- College degree preferred.
- Must hold or be willing to earn Property and Casualty insurance license.
- Hold an industry designation or be willing to further industry knowledge through courses.
- Knowledge of AMS360 preferred.
- Strong written, verbal, and interpersonal communication skills.
- Comfortable with internet-based programs and Microsoft Office products.
- Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.
- Training, Sales, and Customer Service skills
- Experience in the insurance industry or a related field.
- Research and analysis skills.
- Excellent communication and negotiation skills
- Ability to work independently and as part of a team.
- Licenses, such as a Property and Casualty license, are preferred.
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