Commercial Enterprise Account Manager

Job Description

Job Description

Description : Position Summary :

This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. This person will act as the client relationship manager with responsibility for overall account servicing and maintenance to new and existing Commercial Lines clients.

This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.

Essential Job Functions :

• Function as main point of contact for client. Address general questions, provide guidance on coverage and inform / educate clients on risk and exposures.
• Process client transactions, including, but not limited to applications, quotations, renewals, cancellations, endorsement requests, binders, invoicing and follow up correspondence within agency and industry standards.
• Identify and solicit up sell and cross sell opportunities for new and existing clients.
• Obtain Workers Compensation modification worksheets for Account Executive review.
• Responsible for renewal timeline including renewal quotations from incumbent.
• Set up master certificates and CCD form on an annual basis.
• Run monthly expiration list, outstanding renewal list, and binder list.
• Assist with Accounting company criticisms.
• Respond to client inquiries, incoming mail, and carrier inquiries.
• Maintain client files and tasks in database, including documenting pertinent written correspondence and / or verbal conversations in ImageRight.
• Utilize online company rating on carrier websites, upload endorsements and policies as needed.
• Manage To Do list in ImageRight.
• Serve as back up to other Account Managers when requested.
• Attend & participate in mandatory training as required.
• Performs other duties as assigned.

Requirements :

Skills and Abilities :

Education and Experience :