Commercial Lines Account Manager - Select Accounts
APR - Plattsburgh, NY
Employment Type : Full-Time
Commercial Lines Client Account Manager - Select Accounts
Salary: $60-75K (Depending on experience, education, and training)
Benefits: Comprehensive benefits package
Location: Plattsburgh, NY
Position Description
Independent agency / retail insurance broker is searching for a highly motivated and enthusiastic professional with a deep understanding of commercial lines coverage and rating principals. Must have independent agency experience to be considered. This individual will be supporting production staff in their servicing of commercial clients and prospects.
Essential Duties and Responsibilities
- Prepare marketing submissions for new business and account business
- Prepare new business and account renewal proposals
- Enter and maintain account data within agency management system
- Support Producer &/or Client Executive in day to day servicing client accounts, including direct contact with clients and insurance underwriters.
- Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations
- Develop strong relationships with various company marketing representatives and underwriters
- Develop strong relationships & trust with clients, producers, and fellow employees
- Develop and maintain strong technical knowledge of commercial lines coverage & rating
Qualifications Required
- Experience with small to mid sized commercial clients
- Strong team collaboration skills
- Excellent verbal and written communication abilities
- Self-motivated and able to work independently
- Ability to consistently process transactions accurately
- Knowledge of agency management systems (Applied TAM or EPIC, or AMS 360).
- Competent in use of Word, Excel, and Outlook
- Property and Casualty license
- Insurance designations preferred (CISR, CIC, etc)
- 5 plus years of client service experience required
All submissions treated confidentially