Job Title: Commercial Lines Account Manager - Aviation
Department: Commercial Lines
Reports to: Client Services Manager
FLSA Status: Non-Exempt
Job Code: CL13ARPN
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 and Responsibilities include the following. Other duties may be assigned.
Develops and ensures complete client information and applications for new and renewal business under the direction of the Producer, Account Executive, or Client Services Manager. Identifies, requests, and reviews 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, manages schedules and reporting forms, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account transactions and balance statuses. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies in a timely manner.
Rates new business and renewal premiums on-line.
Reviews premium audits according to Agency procedures recognizing the Agency must process in a timely manner.
Issues Lost Policy Release forms and process cancellations according to company procedures.
Maintains electronic files with proper records according to company procedures. Maintains good internal file audit results.
Refers current and prospective clients to other Agency departments for solicitation of other lines of business.
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.
Participates in required continuing professional development and continuing education.
Follows company procedures with respect to all essential duties and responsibilities of the job.
There are no supervisory responsibilities in this position.
Qualifications 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
Four (4) year Bachelor degree; or Two (2) year Associates degree; combination of relevant work experience and/or training; or equivalent combination of education and relevant work experience preferred.
Current Property & Casualty Insurance License or ability to obtain within forty-five (45) days of employment.
Ability to read and interpret documents such as contracts, safety rules, and procedure manuals. Ability to write routine correspondence. Ability to effectively present information in one-on-one small group situations to customers, clients, and other employees of the organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have working knowledge of word processing, spreadsheets, presentation and Internet software.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the 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 regularly required to sit and talk and hear. The employee is occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands and arms and stop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Other Skills and Abilities
Full knowledge of insurance markets and/or ability to learn.
The noise level in the work environment is that of a typical office.