Commercial Lines Account Manager

Job Description

National Brokerage seeking a Commercial Lines Account Manager, with specific experience within Commercial Real Estate, Hospitality, Manufacturing and Non-Profits.

Purpose: Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction. Essential Duties and Responsibilities:

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to invoicing, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
• Responsible for the oversight and completion of administrative tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
• Build courteous and successful relationships with clients, vendors, and carriers to improve client retention. 4. Identify gaps in coverage and consult leadership or producer of options to advise the client. 5. Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated
  
  

loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders.

• Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, legal requirements, and insurance operations.
• Assist in growing the assigned book of business through account rounding and referrals. 8. Support marketing and sales teams as needed. 9. Attend internal and client meetings, as needed. 10. Follow agency guidelines, policies, and procedures. 11. Promote teamwork, support, knowledge sharing and a positive attitude in the department and office. 12. Promote a commitment to achieve or exceed internal and external performance standards. 13. Participate in training opportunities to remain current on industry information, new product development,
  
  

legislation, coverages, and technology including professional development and continuing education required for valid licensing.

• All other duties as assigned. Competencies: 1. Resilience- Steps up to tackle tough assignments. 2. Drives Results – Consistently achieve results through problem solving. 3. Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity. 4. Customer Focused – Builds strong relationships and delivers customer centric solutions. 5. Drives Engagement – Helps create a positive and engaging work environment. 6. Cultivates Innovation – Creates new and better ways for internal processes. 7. Attracts & Develops Talent – Refer top talent and set a positive example for potential new hires. 8. Decision Quality – Make good and timely decisions that drive efficient workflows. 9. Communicates Effectively – Delivers communications that convey a clear understanding of the unique needs of
  
  

different audiences. 10. Mentorship – Support the growth and development of others through teamwork and knowledge sharing.

Education, Experience And Knowledge Required

 Property and Casualty Insurance Producer license in good standing.  Knowledge of insurance coverages, contracts, and state regulations where business is conducted.  Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point,

and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.  Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding

machine, etc.)  5 years’ experience in the insurance industry, or a related field.

Preferred

 College Degree in a business-related field. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.