Commercial Lines Account Manager

Express Account Manager

The Express Account Manager is responsible for the effective management of renewal accounts, in keeping with agency and individual goals. Express Account Managers are expected to cross-sell new business on existing accounts, assist clients with service needs and make changes to existing accounts, meet service, and sales delivery standards, and perform essential functions to achieve the quality and service standards developed by the agency.

Essential functions include :

• Market, service, develop and retain assigned accounts; meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments; may periodically work with a new business (branch leads)
• Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems
• Obtain renewal information, complete applications, deliver policies, coordinate efforts of loss control or other services, and resolve service problems
• Retain and develop accounts by making recommendations regarding risk handling to the customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
• Negotiate with the insurance companies for the most proper coverage options
• Keep abreast of all new sales programs
• Perform all client transactions and maintain client files on the designated agency management system
• Identify and refer potential new business cross-selling opportunities, within the INSURICA network
• Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, language format, coverage, and signatures; input the transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner
• Independently create renewal proposals and conduct renewal meetings with customers, if requested
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional responsibilities include :

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Knowledge, skills, and abilities include :

Qualifications include :

Working conditions and reasonable accommodations include :