COMMERCIAL LINES ACCOUNT MANAGER

PRIMARY ROLE:

Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:

• Marketing & placement of CL new business and renewal accounts
• Maintaining a high level of client service and satisfaction
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages and by providing extraordinary client service

QUALIFICATIONS & EDUCATION:

• Appropriate State license(s). Minimum 3 years’ insurance brokerage or equivalent experience. Completion of CISR or ACSR designation; currently
• enrolled in ARM, AU, or CPCU program
• Two-year associate college degree required; four-year college degree preferred
• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products
• represented through agency
• Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management
• software, carrier proprietary systems and phone systems
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction

DUTIES:

• Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtaining quotes in conjunction with agency marketing procedures
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer
• Maintain MIS client files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures and within agency timelines
• Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed to insure items were received as ordered. Prepare billing following agency’s credit and collections policies.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at management’s request.