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15 May
2023
Full-Time Commercial Account Manager
Job Description
Our client is looking to hire a Commercial Lines Account Manager for their growing team. They are offering a competitive salary, benefits and paid vacation.
Responsibilities:
- Responsible for managing a book of Commercial business
- Responsible for servicing all aspects of an account by taking inbound calls, consulting and advising clients on policy changes, requesting policy change, process all additional paperwork
- In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
- Responsible for the review and accuracy of policy documents prior to the delivery to the client
- Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
- Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Maintains up-to-date TAM workflow documentation and ensures workflows are followed
- Ensure accurate and timely servicing and billing of accounts
- Participate in actively in cross-sell campaigns and other initiatives as required
- Actively develop an increased knowledge of related insurance products and client needs
- Discuss any concerns or outstanding info with underwriters
- Provide back-up support to other Account Managers when required
- Preparing comparison quotation on renewals where necessary, and in a timely manner
- Issue pink slip when needed in addition to completing miscellaneous duties as assigned
- Develop and maintain relationships with company underwriters
- Participate in training and professional development courses to enhance skills and industry knowledge
- Maintain positive working relationships with clients, staff, and other departments
- Achieve performance metrics as set out by the Commercial Lines Manager
- Scan and attach documents to Agency Manager
Qualifications:
- An active and in good standing RIBO license is required
- Minimum 3-5 years of commercial insurance experience
- Has or currently working towards C.I.P. and/or A.I.B.
- Strong written, oral communication and presentation skills
- Client development/relationship management experience
- High attention to detail with strong organizational skills
- A self-starter wanting to grow with the organization
How to Apply
To apply for this role or to see other opportunities. https://jobadder.refari.co/social/83b72bf0-8989-4052-bc4e-c99a7d482f3f/ elaine@insurancetalentgroup.com See Jobs1842 total views, 1 today
