Role Description
This role involves being an integral part of the Commercial Lines team and partnering with Advisors, Directors of Risk Management, Client Service Specialists, and others in the agency to deliver a high level of service to our commercial clients.
- Maintain client files in Agency Management System accurately and consistently
- Compose professional business correspondence via letter, email, and/or other means
- Perform accounting/math related functions including invoicing, premium allocation, and other tasks as necessary
- Monitor claims as outlined by agency procedures
- Communicate claims information to others in the agency and maintain up-to-date claims information in the system
- Provide guidance and assistance to the insured in coordination with claims
- Interact effectively by utilizing good communication skills and cooperating purposefully
- Attend client meetings with the Advisor or Director of Risk Management, when requested
- Assist co-workers in responding to client inquiries or processing work, when needed
- Manage the day-to-day activities of client accounts including policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance
- Assist client inquiries via telephone and email, relaying information and follow up for timely service to the insured
- Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed
- Actively seek out referrals from the current client base to solicit new business prospects
- Cultivate strong relationships with insurance company partners and know carrier requirements and attributes
- Look for opportunities to improve the firm, business segment, and processes
- Bring issues and discrepancies to the attention of appropriate leadership
Qualifications
- Obtain and maintain a state insurance license(s), as required by the State Department of Insurance
- 3+ years of experience in a Commercial Account Manager role
Requirements
- Demonstrates effective presentation skills through both verbal and written communications
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to learn any other appropriate insurance company and firm software programs
- Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture
Benefits
- Fast paced, multi-tasking environment
- Travel as required
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