Commercial Insurance Client Advisor

Job Description

Commercial Insurance Client Manager - Hybrid ATL, GA

Compensation, $55k-$120k+ Base Salary + Bonus Incentives, Impressive Benefit Package including matching 401k.
Depending on experience. Growth position- Seeking to add a Support Specialist, Account Manager, or Executive-level professional to a Real Estate focused team.

Summary:

Established Insurance agency seeking to hire a Commercial Insurance Account Manager

Job Duties:

• Full Knowledge of insurance products and usages
• Ability to advise and consult with clients re: their insurance coverages
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” personal accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Commercial Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers and vendors.
• Responsible for marketing process & quoting new and renewal business

Qualifications:

· 2-10 + Years working with middle market accounts in agency environment

· Ability to meet/w clients and discuss insurance mitigation strategies

· Must be organized

· Ability to delegate workflow

· Ability to multi task

· Experienced with AMS 360 or equivalent agency management system

#LI-RM10

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