What are the responsibilities and job description for the Account Manager II position at Sunstar Insurance Group?
Primary Responsibilities
- Timeline Management
- Adhere to the Commercial timeline to ensure all tasks are performed promptly and efficiently.
- Work independently and self-manage to maintain workload within designated timelines.
- Customer Relationship Building
- Build strong relationships with key customers by acting with a sense of urgency and responsiveness.
- Provide outstanding customer service to current and future clients, assisting with questions, changes, claims, certificates of liability, and more.
- Professional Communication
- Respond to customer inquiries professionally via phone, email, or fax.
- Renewal and Marketing
- Attend monthly marketing meetings with Producers 90-120 days prior to policy expiration.
- Review renewals upon receipt, identify changes, and advise Producers on additional strategy if needed.
- Prepare accurate applications and submit them to carriers for quotes when necessary.
- Compare quotes and prepare a marketing spreadsheet with the best options for customers, recommending the optimal choice to Producers or customers.
- Proposal and Policy Management
- Prepare renewal proposals as needed.
- Verify the accuracy and compliance of all policies received from carriers.
- Deliver policies according to Producer or customer instructions.
- Coverage Analysis
- Read contracts to ensure adequate customer coverage.
- Analyze coverages and recommend additional beneficial coverages.
- Coordinate with other departments to solicit additional coverages not carried by the agency.
- Administrative and Support Duties
- Assist with accounts receivable collection as requested.
- Familiarize yourself with each insurance carrier’s product lines, underwriting process, and websites.
- Stay informed about market changes.
- Attend customer meetings with Producers when requested.
- Share knowledge and experience with CSRs and other agency members as needed.
- Be available for insurance carrier meetings when requested.
- Manage and file customer documents in the agency management system.
- Perform any other duties as assigned by the Management Team.