What are the responsibilities and job description for the Commercial Lines Account Manager position at CivicMinds, Inc?
Essential Functions
- Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
- Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
- Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer
- Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
- Negotiate with the insurance companies for the most proper coverage options and competitive prices
- Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
- Attend sales meetings and keep abreast of all new sales programs
- Maintain client files on the computer system and use a computer system to perform all transactions
- Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
- Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business
- Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Qualifications
- 5-7 Years of agency operations experience preferred
- Bachelor’s Degree preferred
- Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
- CPCU, CIC designations preferred