Account Manager

Job Summary:

The Account Manager will be responsible for servicing a book of Commercial Lines accounts.

Primary Responsibilities and Duties:

The duties of the Account Manager include, but are not limited to:

• Responsible for servicing a commercial book of business-  marketing, underwriting, servicing, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating

• Maintain productive business relations and engage in extensive contact with clients, producers and underwriters

• Ensure client has continuous and proper coverage and advise client of any change recommendations

• Review current policies and provide recommendations regarding placement options. Utilize coverage checklist and a network of industry contacts to determine appropriate coverage and premiums

• Rounding out and cross selling book of business to reach agency/department growth goals

• Responsible for the integrity of policies and related documents

• Apply knowledge of coverages and forms to research and reconcile discrepancies

• Participate in the development of new business and retention of renewal business. Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products

• Produce business proposals and deliver presentations to clients

• Participate in business meetings, client conferences and educational seminars

• Assist in coordinating reports for management

• Manage all aspects of account administrations

• Handle bookkeeping matters, including but not limited to: maintaining account receivables, monthly statement, not-paid-not-billed lists, and non-payment cancellations

• All other duties as assigned by management as needed

   

Requirements and Qualifications:

• Minimum of 5 years of commercial brokerage experience servicing accounts
• Valid MA P&C brokers’ license
• College degree preferred
• Must possess a developing knowledge of commercial insurance markets to place new/renewal business
• Possess excellent verbal and written communication skills
• Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
• Exceptional organization and time-management skills
• Knowledge of agency management systems, AMS 360 and WorkSmart preferred
• Self-starter, professional and assertive
• Be able to handle a fast-paced, challenging work environment

Physical Demands and Work Environment

• The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear.  The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  The noise level in the work environment is usually moderate to loud. Travel is minimal