Commercial Lines Account Manager

Working with clients, insurance companies, and Producers, the Account Manager’s job is to perform duties and maintain quality service to our risk management accounts.

ESSENTIAL DUTIES/RESPONSIBILITIES (include but are not limited to the following)

· Focus on client service and retention, by overseeing the entire lifecycle of commercial insurance accounts, from onboarding new clients to policy renewals and claims management

· Process policy changes, endorsements, and certificates of insurance in an accurate and timely manner

· Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations

· Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities

· Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to the appropriate department or Producer

· Build and maintain strong, long-lasting relationships with clients, both internal and external

· Pro-actively assist Producers in retaining business

· Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer

· Maintain and update electronic client accounts within EPIC and carrier portals

· Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance

· Work as a member of the Commercial Lines Team, assisting others when necessary, recommending process improvements, and assuming additional team duties

· Perform other duties, as assigned

• A minimum of three to five years' experience in the insurance industry is required
• Commercial, Personal, Life, and/or Health Lines License is required
• Ability to maintain appointment by all carriers required
• Proficiently navigate commonly used computer systems and software (i.e. Word, Excel, PowerPoint, etc.) with ability to learn new systems and software quickly required
• Knowledge of insurance markets and reference to markets is required
• Adequate knowledge of rating procedures, coverages and industry operations to effectively manage and maintain client accounts is required