Commercial Lines Account Manager

An Account Manager is part of our Commercial Lines Production Team. Account Manager?s perform a wide range of duties to support the team and to contribute to the growth of our agency by providing professional service for our clients. The ideal Account Manager will enjoy project driven tasks as they navigate our clients through their annual stewardships, market accounts, prepare proposals and develop lasting relationships both with clients and other team members.

Duties/Responsibilities:

• Conduct risk identification
• Complete insurance programming for new policies and modification of existing policies
• Assist clients in resolving all issues
• Review client claims activity for delivery of loss analysis
• Prepare stewardship review
• Negotiate coverage terms and conditions with insurance carriers
• Direct the processing and billing of all policy transactions
• Collaborate with production team members consistently
  • Review renewal reports for production planning
  • Review accounts receivable balances of clients
  • Coordinate and schedule stewardship delivery
• Performance contributes to Growth Performance Indicators of firm
• Support full utilization of the AMS360 system and leverage carrier technology
• Stay informed regarding insurance technical knowledge, market trends and insurance carrier information
• Function efficiently in all systems and adhere to consistent execution of all production processes
• Other duties as assigned