Full-Time Commercial Lines Account Manager
Their commitment and dedication is not only to their customers, but it extends to their exceptional team. They recognize the importance of human capital as a key driver for their success as an organization. They are an organization that believes in professional, personal and social development of each team member. Their team of
experts are some of the most knowledgeable brokers in the industry, providing each client with comprehensive insurance advice and an exceptional insurance experience.
team members, professional clients and being part of a growing team.
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, etc.)
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
Minimum 3-5 years of commercial insurance experience
Has or currently working towards C.I.P. and/or C.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
Proficient skills in Outlook, Excel, Word and The Agency Manager (TAM)
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