Job Title : Large Business Commercial Insurance Account Manager

Platform : New England Platform

Location : Lee, MA

Job Summary :

Responsible for servicing accounts within the Large Business Division as assigned by management. Work with customers and companies within defined procedures while maintaining the highest ethical standard in all dealings with carriers, clients, and co-workers to process business, analyze policies and exposures, resolve issues, etc.

to achieve department goals.

Account Servicing :

Handle all calls / mail / email communication from insured and / or carriers that is not policies, endorsements or audits

Assist with resolution of claims as requested of claims specialist

Handle all miscellaneous account specific correspondence

Explain audit procedures to clients and review interim reports for accuracy if needed

Remarket accounts as required at direction of Account Executive

Renew policies by agency standards

Inform and educate clients about coverage, exclusions, and exposures o Assist clients in making appropriate coverage changes

Respond to all client inquiries regarding their insurance program including producing binders, certificates, policies and other related items accurately and per agency procedures and standards

Maintain agency files including client electronic file in agency management system accurately and consistently

Provide technical support to Account Executive (coverage related, proposals, market spreadsheets, suspense items, etc) to assist clients and reach agency’s goals.

Advise Account Executive of non standard developments / changes / activity on accounts

Renewal Business CA , CB , CC :

Review and complete renewal packets per procedures for Account Executive Meeting with client o Complete COW’ (Client, Opportunity, Website) report for each client with renewal packet

Market or order renewal quote per direction of Account Executive per o Prepare renewal presentation as required for Account Executive

Obtain required documents and payments to finalize renewal binding

Submit required documents to carriers for binding or issue internal binder submitting to carrier for policy issuance

Update Applied system to reflect ordered renewal terms

New Business CA , CB , CC :

Finalize completion of Applied and supplemental applications so accurately reflect required underwriting information and desired coverages.

Submit applications with supporting documents to markets designated by Account Executive for quotes

Quote accounts via carrier websites when applicable o Establish and complete marketing quote spreadsheet

Prepare proposals as required for Account Executive

Obtain required documents and payments to complete file upon binding

Submit required documents to carriers for binding, issue internal binder submitting to carrier for policy issuance, or issue electronically if applicable

Account Rounding :

Continually be aware of client exposure vs insurance program making recommendations of additional protection and handle communication with carrier, client, etc as needed.

Complete COW’ report to assist Account Executive in this process at each renewal term

Assist department with development and executive of account rounding program of current clients

Miscellaneous :

Innovate to improve the quality of service provided to clients

Assist or complete other tasks as directed by agency management

Assist Commercial Lines team members in responding to client’s needs during staffing shortage

Required Skills :

Communicate clearly and concisely both orally and in writing

Development of relationships with clients, company representatives, internal team members o Balancing relationship development with required technical processes

Gather information, organize data, and make decisions using analytical and problem-solving skills High attention to detail

Good follow-up commitment

Multi-tasking Perform a variety of duties and frequently change tasks using different techniques, procedures, or degrees of attentiveness without loss of efficient or composure.

Ability to work cooperatively and enthusiastically independently and as a team member

Coverage analysis

Clerical skills needed include typing, use of basic office equipment, familiarity with Microsoft Office Products, email and internet.

LI-TB1

Last updated : 2024-03-26