Account Manager - Commercial Lines

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;


• Supports Producer in developing new business opportunities for existing clients and prospects;


• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;


• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;


• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;


• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;


• Reviews and summarizes marketing results and prepares proposals;


• Finalizes proposals and presentations in coordination with Producer;


• Binds insurance coverage and prepares binders and/or delegate certificates issuance;


• Reviews policies for accuracy and review contracts;


• Prepares summaries and/or schedules of coverage for clients;


• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;


• Provides technical guidance to staff assisting with client needs or procedural issues;


• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;


• Notifies producer of pertinent information related to client retention;


• Meets with clients as needed or directed by Producer;


• Provides mentoring to staff to support immediate supervisor;


• Engages in optimal and appropriate usage of applicable agency management systems;


• Other duties as assigned.