Commercial Account Manager

Job Description

Job Description

Job Description

Title : Commercial Lines

Purpose : To carry out the mission of the organization at all times.

Reports To : Agency Owner

Job Summary :

The Commercial Lines Account Manager performs the essential functions of the position, which includes aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. The role meets service and sales delivery standards and performs essential functions according to the quality and service standards developed by our client . General office administrative duties are also involved.

Systems Requirements :

Be fluent and skilled in the AMS Vertafore System

Leverage advanced capabilities in Microsoft Office Suite, including Excel, PowerPoint, Outlook, and CRM platforms, to optimize client and office operations

Primary Responsibilities : New Business

Pre-qualify new business prospects according to agency standards

Assist clients with making coverage changes in an automated environment supported by transactional filing; determine if delayed or advanced billing is appropriate and invoice accordingly

Use each client contact as an opportunity to review the entire account, round it, and market appropriately

Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs

Provide technical support to producer(s) to benefit clients and help reach our client's strategic business goals

Prepare proposals and complete applications in coordination with producer(s); submit applications to eligible and appropriate carriers; obtain client signatures on all applications; and follow up to ensure timely receipt of quotations and policies

Produce binders, certificates, policies, endorsements, and other related items for clients; verify their accuracy

Actively seek referrals from current clients and follow up to generate new business using the prospect database and automated marketing tools

Retention / Marketing

Prepare summaries of insurance, schedules, and proposals as needed for account review

Remarkets renewals, contacts clients, creates renewal proposals, and handles renewal activities in coordination with producer(s)

Renew policies following our client's standards, verify each renewal's accuracy, and ensure that all renewals are produced

Review audits of policies; verify accuracy and facilitate corrections as needed between client and carrier

Maintain and update electronic and transactional files

Verify policy and policy change information, facilitating corrections when necessary

Process incoming mail requests, responding promptly and appropriately

Verify accuracy of all direct-billed cancellations and take appropriate corrective action when needed

Use our client's credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to standards

Determine reasons for cancellation requests, act to retain accounts, and notify producer(s) as per our client's standards

Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution

Review walk-in payments and verify acceptability; process appropriately and provide receipts to payers

Assist clients in submitting first reports of claims, obtaining adjusters or visits from agency staff; facilitate prompt response from carrier staff and follow up on claims status to keep insureds informed and work toward claim settlement

Use each claim contact as an occasion to review coverages and market as needed

Actively solicit increases in coverage and round out accounts through sales to clients; maintain proper documentation of all contacts

Refer current and prospective clients to the Life / Benefits Department and to Personal Lines for cross-selling opportunities; assist in profiling the commercial book of business for marketing purposes

Assist in designing or independently design insurance plans for clients as assigned and directed by agency management

Assist or complete other tasks as directed by agency management

Personal and Organizational Development

Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts

Stay informed regarding industry updates, new product information, legislation, coverages, and technology to continuously improve knowledge and performance

Interact effectively with others using strong communication skills, cooperation, and professionalism to achieve our client's business goals

Maintain up-to-date technical manuals and understand how to perform technical tasks to expedite client service

Daily Activities

Run daily download reports from AMS360 and update AMS360

Invoice and process direct-billed policies from download repayment

Maintain monthly renewal lists

Issue binders / certificates as needed

Perform basic office duties, including mail processing, answering telephones, and filing

Quote and / or re-quote renewals

Working Conditions

Days and Hours of Operation :

Small but cordial office environment requiring a self-motivated individual with a desire to work and achieve our client's goals

Our client will supply the necessary tools to perform the required responsibilities; suggestions to improve performance are encouraged

The office is normally open Monday through Friday from 8 : 15 a.m. to 4 : 45 p.m. with lunch from Noon to 1 : 00 p.m. The Agency Manual provides more details

Knowledge, Skills, and Abilities :

College education or equivalent insurance experience

Strong oral and written communication skills to explain complex issues and respond appropriately

Ability to interpret and understand complex written and oral communication

Property and Casualty License required; Life and Health License may also be required

Full knowledge of insurance products, rating procedures, coverages, and industry operations

Adequate knowledge of insurance markets and underwriting procedures

Ability to perform complex tasks with both concrete and abstract variables

Strong mathematical skills, including addition, subtraction, multiplication, and division, and ability to perform calculations involving decimals and fractions

Proficiency in computer programs and understanding of their functionality

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services

W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.