Job Title: Account Manager - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13ARPN
Summary: Seeking to hire a commercial insurance Account Manager to join our Commercial Lines Middle Market team. Ideal candidate will have a commercial lines background in the property & casualty industry with a focus on Transportation. The Account Manager is responsible for providing sales support at the direction of the Account Executive. The Account Manager provides customer service by handling the day to day operations of clients' insurance needs. The Account Manager will work with the Producer, Senior Account Executive, 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.
The Account Manager is responsible for total account management of middle market accounts, including renewals and new business. Duties include day-to-day communication with the client in helping them understand their insurance needs and coverage, endorsement processing, certificate issuance, renewal preparation and submissions, negotiation with company underwriters in pricing of renewals and new business, coverage analysis of client’s exposures and recommendation of coverages to round out accounts. A high level of customer satisfaction is an expectation. The ideal Commercial Insurance Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; client service and satisfaction, agency management systems proficiency, including Microsoft Word and Excel, the ability to stay organized and prioritize daily work, as well as be able to work as a team player with a positive attitude. The position requires experience managing both medium and large commercial accounts and a strong understanding of coverages and the underwriting process including new and renewal business.
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
High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience. Post-secondary degree preferred.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
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 knowledge of agency management system and Microsoft suite of products including Outlook.
Certificates, Licenses, Registrations
All applicable insurance licenses.
Other Skills and Abilities
Full knowledge of insurance markets.