What are the responsibilities and job description for the Account Manager position at ECBM Insurance Brokers and Consultants?
About The Role
ECBM is looking for an Account Manager to join our team in our Commercial Lines Department! This person will report to the Director of Client Services. They will maintain assigned clients by renewing insurance contracts and promoting ongoing client loyalty through adherence to ECBM service standards and providing solutions, with a positive attitude, to clients’ needs. Client Advocate is responsible for providing renewal quotation on all property, casualty and surety policies/contracts currently written through ECBM.
Responsibilities
ECBM is looking for an Account Manager to join our team in our Commercial Lines Department! This person will report to the Director of Client Services. They will maintain assigned clients by renewing insurance contracts and promoting ongoing client loyalty through adherence to ECBM service standards and providing solutions, with a positive attitude, to clients’ needs. Client Advocate is responsible for providing renewal quotation on all property, casualty and surety policies/contracts currently written through ECBM.
Responsibilities
- Service clients on a book of assigned business in accordance with ECBM service and quality management standards and procedures. Promote ongoing client loyalty.
- Retain, in conjunction with the Producer and/or Account Executive, all assigned accounts including the following responsibilities according to ECBM standards and procedures:
- Order Loss Runs as required on renewals.
- Provide producer with information for update at renewal including renewal surveys and applications for coverages to be recommended.
- Review client coverages annually to identify potential gaps.
- Coordinate with assigned Client Analyst the preparation of loss summaries with analysis, along with tentative experience modifications.
- Recommend needed coverages to producer. Assist in firm’s cross selling efforts.
- Pre-qualify accounts with insurance carriers.
- Negotiate renewal pricing/coverage and remarket coverage as needed.
- Maintain standard commission where possible.
- Identify with producer additional services needed by client and fee required.
- Prepare proposal in accordance with ECBM standards.
- Input and maintain client policy information in the agency management system (AMS) accurately and in accordance with ECBM standards and procedures.
- Prepare Certificate of Insurance masters and cooperate with our Certificate Department in the issuance of all COI’s required by the client. This includes the review of any non-standard certificate requests and the review of contractual requirements as needed.
- Assist in preparation of, and presentation of, Claim Review as required by Client Service Plan
- Coordinate with assigned Client Analyst all endorsements as requested by the client.
- Respond to clients’ ongoing service needs in accordance with ECBM service standards.
- As required by client, negotiate all surety and fidelity bonds.
- Communicate client needs to all other departments including accounting, claims, reporting, or others as required.
- Notify manager, producer, and account executive of cancellation, audit, or coverage issues on clients. Keep producer and account executive informed on any important activity of their clients.
- Coordinate client response on risk control issues.
- Respond to agency quality management efforts. Assist in reduction of E & O exposures.
- Assist all clients, departments or associates when required and requested to maintain firm’s relationships and good standing.
- Maintain relationship with insurance companies.
- Special Projects as assigned by management.
Salary : $800,000 - $1,000,000