Description

Primary Function: The Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty clients. With the Producer, this position manages the client’s exposure to risk and coordinates services for the development, retention, and rounding of accounts. Reports to the Commercial Lines Department Manager.

Primary Responsibilities:
Functions independently to inform and educate, answer questions, resolve issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients' coverages.

Provides exceptional customer service for assigned accounts, including correspondence, communication, and meetings with customers, producers, and insurance carriers.

Independently, or in partnership with producer(s) and marketing, manages new/renewal business strategy, including the coordination of roles and the obtaining of information.

Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.

Maintains accurate and up-to-date data in the agency management system according to agency workflows.

Prepares summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.

Verifies new and renewal policies for accuracy in rating, coverages, and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to the client in a timely manner.

Coordinates clients' needs with the support team regarding the issuance of binders, certificates, and evidence of property.

Pursues prompt client payment in coordination with the producer. Requests cancellations from the carrier according to agency workflows.

Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.

Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

Maintains current knowledge of industry trends, new product information, legislation, coverages, and technology.

Provides guidance and direction to account associates and less experienced account managers as needed.

Other duties as assigned.