Job Title: Account Manager - CL
Department: Commercial Lines
Reports to: VP - CL
FLSA Status: Exempt
Job Code: CL12AEXE
Career opportunity position is primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. All inquiries will be kept confidential. Only Commercial Lines experienced candidates need apply.
Essential Duties and Responsibilities include the following but are not l imited to:
* Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc...
* Cross selling products to potential customers
* Managing established book of accounts
* Negotiating renewals for existing customers
* Obtaining information and documentatnoi from new and existing clients
* Resolving customer issues
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
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of agency management system (Applied (TAM or EPIC) preferred), internet software; Spreadsheet software and Word Processing software, including Microsoft Office, Word, Excel and Outlook.
Certificates, Licenses, Registrations
Appropriate insurance license(s), CIC, CPCU a plus