What are the responsibilities and job description for the Commercial Lines Account Manager position at Lamb Insurance Services?
The Account Manager is responsible for the retention and servicing needs of our clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
Key Responsibilities:
- Provides excellent customer service to a dedicated book of business and recommends potential enhancements and improvements to processes, products and/or policies.
- Proactively understands the requirements and needs of a client account and ability to multitask in a fast-paced environment.
- Responsible for renewing, servicing and retaining client business. Coordinates market selections for new and renewal business on designated accounts.
- Responsible for driving the entire customer renewal process and experience on designated accounts.
- Develops and maintains dependable working relationships with key carrier partners, underwriters, and wholesalers.
- Gather competitive intelligence and rely to internal parties as requested.
- Identify and pursue cross selling opportunities on existing accounts.
- Responsible for completing routine service requests in a timely manner such as: cross selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
- Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
- Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
- Protects the confidentiality of information learned by performing the duties of the position.
- Performs other responsibilities and duties as needed.
Qualifications:
- Bachelor’s degree preferred or equivalent education and/or experience in insurance.
- A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages.
- A minimum of 3-5 years of client services experience within the brokerage industry or equivalent.
- Current P&C insurance license.
- Excellent organization, communication, and negotiation skills.
- Understanding of commercial rating concepts, compliance requirements and federal legislation.
- Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
- Ability to prioritize heavy workloads and meet all time sensitive deadlines.
- Proficient in Microsoft Office software.
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives