Commercial Lines Account Manager

POSITION SUMMARY
The Account Manager is responsible for the day-to-day management of small to mid-sized accounts that are routine/moderately complex. The account manager should be able to manage their assigned accounts and interact with management, the claims department, the marketing department, and the accounting departments as part of the servicing function.

MAJOR JOB RESPONSIBILITIES (and weight)

• Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency’s renewal timeline as efficiently as possible
• Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures
• Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets
• Maintain appropriate level of communication with clients
• Be proactive and organized in the renewal process to exceed client expectations
• Adhere to internal processes, timelines, and protocols
• Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up
• Check policy coverages and endorsements for accuracy
• Verify the accuracy of Direct Billed and Agency Billed items
• Other duties as assigned

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SUPERVISORY RESPONSIBILITIES

SKILLS AND TRAINING

• Must be well-organized, with excellent math, written and oral communication skills.
• Service oriented, team player who has attention to detail.
• Ability to thrive in a fast-paced, proactive environment.
• Critical thinking and good judgment to quickly determine and prioritize key issues
• Strong technical skills for data entry, Word, and Excel a plus

EDUCATION (HS diploma, Associates Degree, Bachelors Degree etc.)

• College Degree preferred or the equivalent of 2+ years in a retail brokerage or agency.
• Proficiency in AMS360 is a plus!

WORK EXPERIENCE (# of years preferred experience i.e. 0-3, 3-5, etc.)

LICENSES AND/OR CERTIFICATES
Licenses and Certifications Expiration Date

• Must possess Active Property & Casualty Brokers License.

WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate.

HAZARDS
The hazards are mainly those present in a normal office setting.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

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We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law._*

Job Type: Full-time