What are the responsibilities and job description for the Commercial Lines Insurance Account Manager (Experienced) | 2-20 position at Fearnow Insurance, Inc.?
Overview
Fearnow Insurance is a multi-line, independent insurance business that has been in operation for over 30 years. Our mission to our employees, customers, and carriers is to understand their needs and fulfill their expectations.
The Commercial Lines Account Manager markets and services commercial accounts for outside producers. The Account Manager is a professional adviser to our customers. They make recommendations based on a knowledge of their customer’s business and risk tolerance.
This person must be able to communicate well with clients, underwriters, and the producers. Additionally, they must be detailed oriented and able to keep up in a fast-paced work environment. The ideal candidate is organized and highly motivated to service commercial accounts. This person must be a team player and have exceptional workplace etiquette.
DUTIES
- Set up new accounts in the Agency Management System (AMS 360)
- Maintain accurate records in AMS 360
- Work with producers on marketing proposals
- Service clients for producers including all endorsment requests, certificate requests, and renewals
- Maintain a book of business of 35 or more clients per month
- Manage the entire policy life: new business, renew, re-shop, rewrite, cross-sell
- Professionally advise customers and help them manage risks appropriately
- Communicate with customers and producers in a timely manner by phone and email
- Demonstrate a passion for serving others
INITIATIVE
- Ability to take the initiative to get produce results with the underwriters & companies
- Have a no-quit attitude to find solutions to write business
- Competence to see gaps & fix problems with solutions
- Have a positive, upbeat attitude along with determination to complete tasks with excellence.
- Negotiate premiums and coverage on behalf of the producer and client
ORGANIZATION
- Handle all new business given & turn back to the producer in a timely manner
- Handle all renewals appropriately in a timely manner
- Advise producers on any missing coverages for new business and renewals
- Keep Acords updated upon changes.
- Be able to self-organize and date-set with numerous new business deadlines.
- Prioritize deadlines to organize workloads and turn around quotes and proposals ahead of schedule
- Get prices and coverages to present for renewals for any missing or rejected coverages from previous years
- Document all interactions with producers, underwrites, & customers
- Create suspenses (follow-ups) for every step
- Process endorsements and changes requests online and document in agency system
- Review & attach policies
REQUIREMENTS AND EXPECTATIONS
- 2-20 licensed
- Experienced in all lines of business
- General liability
- Business auto
- Workers’ compensation
- Commercial Property
- Umbrella
- EPLI
- Cyber, etc.
- 3 or more years commercial lines experience
- Proficient in Microsoft Outlook, Word, and Excel
- Type 45 WPM
- Work full-time in office
- AMS 360 experience (preferred)
- College degree (preferred)
Our Values
Do the right thing with positivity
Listen and be solution-minded
Be a professional advisor
Serve with excellence
Take care of each other
Stay focused
Strive to be the best
Job Types: Full-time, Permanent
Pay: $50,000.00 - $85,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
License/Certification:
- 220 license (Required)
Work Location: In person
Salary : $50,000 - $85,000