Commercial Lines Account Manager

Account Manager – Commercial Lines

Collins and Associates Corporation is an established and growing national insurance agency with locations in Grand Rapids (Ada), Kingsley, Harbor Springs and Indian River, Michigan. Collins and Associates Corporation is a leading-edge innovator in commercial and personal insurance, specialty insurance and risk management programs. Rather than positioning ourselves as just another broker, we have built our company to be a source of ideas, knowledge and imagination that can bring real value to your business and proactively protect you and your family.

A successful candidate will be educated, skilled, and capable of building, cultivating and managing clients, internal team and carrier relationships. Their experience includes handling “A-Z” servicing, account rounding, marketing and managing the renewal process on their book of business.

Location of work: In our Grand Rapids/Ada, Michigan office.

Hours:

• 8:00am to 5:00pm Monday – Thursday
• 8:00am – 4:30pm Friday (Memorial Day through Labor Day we close at 4:00pm on Friday)

Title: Account Manager – Commercial Lines

Principal Responsibilities:

• The primary function of this position is meeting the overall insurance needs of our internal team and clients as outlined above.
• Provide prompt, accurate and courteous service to our clients, team, carrier and broker partners in order to retain and grow our commercial lines book of business.
• Monitor monthly expiration lists closely and follow-up activities for all assigned accounts.
• Review existing accounts for additional or extended coverages and renew accounts as appropriate.
• Maintain a professional relationship with clients, co-workers and company personnel.
• Prepare complete and accurate applications through the agency management system.
• Utilize company website portals for quoting new lines of business, requesting changes and for monitoring policy activities.
• Maintain up to date customer files, both paper and electronic files in Applied EPIC.
• Follow department policies and procedures closely and prioritize work according to established guidelines.
• Complete various duties and special projects as assigned.

Education/Experience:

• Bachelor’s Degree Preferred
• Minimum of 5 years of experience handling middle market commercial accounts
• Property and Casualty license appropriate to the position and ability to meet bonding requirements.
• CIC, CRM Professional Designation desired.
• Understand, review and analyze insurance forms, and policies verifying accuracy.
• Above average mathematical skills and ability to rate insurance policies.
• Strong written and oral communication skills.
• Work normally scheduled hours and additional time when necessary.

Job Specific Qualities:

• Courteous and professional telephone manner and appearance.
• Ability to perform multiple tasks simultaneously.
• Pleasant and friendly personality, focused on client needs.
• Proficient with MS Office suite of products. (MS Word, MS Excel)
• Must be self-motivated and be able to work independently without close supervision.
• Ability to remain calm under pressure.
• Attention to detail, thorough and accurate.
• Professional work ethic.

The above statements are intended to describe the general nature and level of work being performed by the people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Business Impact/Scope:

This position's primary responsibility is to provide superior customer service to our clients. High impact on retention of core business. Directly effects client satisfaction and retention of business.

Salary and Benefits:

We offer competitive salaries and benefits including medical/dental/vision plans, employer paid life insurance, Flexible Savings Account, short term and long term disability, 401K, with a match, cell phone reimbursement, educational expense reimbursement, paid vacation, paid personal time, paid holidays, possible relocation package and more.