What are the responsibilities and job description for the ACCOUNT MANAGER position at The Carlisle Group (TCG)?
Job Description
Account Service Manager – Commercial Lines
The Account Service Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels.
The ASM has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Service Manager is responsible for assisting clients with service needs and making the required changes to existing accounts. The ASM will work with the appropriate agency personnel to design and recommend proper insurance and risk management programs to Agency clients.
Responsibilities
Account Service Manager – Commercial Lines
The Account Service Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels.
The ASM has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Service Manager is responsible for assisting clients with service needs and making the required changes to existing accounts. The ASM will work with the appropriate agency personnel to design and recommend proper insurance and risk management programs to Agency clients.
Responsibilities
- Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Researches an issues root cause, implements and resolves policy-related issues
- Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
- Provides expertise in strategic planning and consultative advice to clients.
- Gathers and compiles exposure information from the Client.
- Establish an expertise in exposure evaluation
- Participates in negotiations with carriers for new and renewal quotes with oversight
- Reviews quotes, binders, and endorsements and makes requests for changes as needed
- Receives policy, then updates and completes policy check to ensure completeness
- Inputs Client information into data management system, ensuring accuracy and completeness
- Generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Performs other responsibilities and duties as needed
- Property and Casualty License
- Strong to excellent communication skills are required
- Strong knowledge of Microsoft Office Suite (Outlook and Excel)
- Ability to complete continuing education requirements
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time to meet deadlines