Job Title: Commercial Lines Account Manager - Aviation/Aerospace
Department: Commercial Lines
Reports To: Client Services Manager
Job Code: Account Manager
Summary: The Account Manager is responsible for providing sales support at the direction of the Client Services Manager or Account Executive. The Account Manager provides customer service by handling the day to day operations of the client's insurance needs. The Account Manager works with the Producer and Account Executive to design proper insurance and risk management services for clients.
Essential Duties include the following. Other duties may be assigned.
Develops complete client information and applications for new and renewal business under the direction of the Account Executive or Client Services Manager. Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Account Executive or Client Services Manager. Submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audits, and account transactions and balances. Ensures that these items are given to the client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies in a timely manner.
Maintains electronic files with proper records according to company procedures. Maintains good internal file audit results.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.
Follows company procedures with respect to all essential duties and responsibilities of the job.
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
Reviews requests for cancellation and follows cancellation procedures accordingly.
Refers current and prospective clients to other Agency departments for solicitation of other lines of business.
Participates in required continuing professional development.
There are no supervisory responsibilities in this position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
College Degree; three years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registrations
All applicable insurance licenses or the ability to become licensed.
Other Skills and Abilities
Knowledge of aviation/aerospace and/or commercial insurance.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.