Overview
Senior Account Manager position with responsibilities spanning client procedures, account servicing, and development of new business from existing accounts. Primary focus on marketing of new business and renewal submissions, client objectives, and liaison with insurance carriers.
Responsibilities
- Works closely with Producers and other associated personnel on all aspects of client procedures.
- Makes major decisions independently in assisting producers by handling the marketing of new business and renewal submissions for new and existing clients and documenting accordingly.
- Acquires understanding of clients' insurance objectives and analyzes and compares insurance plans to determine suitability.
- Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission; selecting markets; negotiating with underwriters; preparing proposals; processing policies; reviewing issued policies for accuracy and endorsements.
- Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
- Acts as a liaison between clients and insurance carriers to resolve client service issues.
- Servicing the needs of client accounts by inputting and updating policy details and maintaining new / renewal client files.
- Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows up on cross-selling opportunities when appropriate.
Requirements
Resident Property and Casualty License, Required10+ Years as an Account Manager with mid to large sized commercial lines experience, RequiredAble to work independently with little guidance from Team Lead, RequiredA resource to the team and provides guidance on marketing and / or coverage to Account Managers and CSRs, RequiredKnowledge and Skills
Knowledge of service standards and property and casualty policy coverageHighly functional in Applied Systems EPICProficient in Microsoft Word, Excel and Power PointExcellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questionsDetail orientedAbility to prioritize and work independentlyAbility to work in a team environmentBenefits
Click HERE for benefitsBonus eligibilityHybrid work scheduleSalary Description
$90,000.00 - $115,000.00
Seniority level
Mid-Senior levelEmployment type
Full-timeJob function
Sales and Business DevelopmentIndustries
InsuranceJ-18808-Ljbffr