The Customer Service Account Manager will be responsible for all aspects of performing the day-to-day functions of servicing and retaining existing clients and generating and placing new business.

Job Duties:

• Provide superior customer service to existing and prospective clients
• Achieve a high level of retention and sales based on leads provided or set quotas
• Follows all office and company policies and procedures, including documentation, security, privacy and quality protocols
• Manage a book of business of varying volume and class of commercial lines products
• Build and maintain effective relationships with clients by meeting and exceeding expectations
• Work Independently and as a Team player to assist other staff as required
• Work and support Producers if required
• Knowledge of personal lines products to provide service to related risks as necessary
• Design insurance plans for clients
• Inform clients on developments/trends/legislation in relation to their risk management program
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
• Provide renewal review, coverage analysis and remarketing as necessary
• Ability to compose and prepare professional, formal letters and correspondence
• Consulting clients on change requests, and immediately advising insurers of any changes to the applicable policy(s), and claim reporting
• Invoicing and premium collection as necessary
• Broad knowledge and experience of general commercial insurance
• Keep up-to-date with industry changes and market requirements including training seminars and independent study
• Consistent use of scripting and tracking for existing and new business

• CAIB and/or CIP
• Minimum four years commercial insurance experience
• TAM experience preferred
• PolicyWorks, Word, Excel preferred