Senior Commercial Lines Account Manager

Role Overview

• Service Commercial Accounts
• Client/Carrier Relationship Engagement
• General Coverage Knowledge and ability to counsel AE/AM/Producer
• Account Partnership Development
• Accompany Producer to Client Visits/Presentations
• Summary of insurance
• Insurance Coverage Review – Prepare with summary & give to producer for completion with the insured
• Obtain exposure and operation updates from the client or producer
• Get renewal applications and copies or prior applications
• Order current loss runs and other documents needed in the renewal/marketing process.
• Submit to the marketing department with all need info
• or When a renewal is not referred to the marketing department: Submit complete and accurate renewal information to the incumbent carrier(s)
• Negotiate and obtain quotes
• Prepare the proposal for the producer
• Make sure the Insurance Coverage Review is completed, returned, and sent to the insured with an approved letter/email.

Requirements

• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 3-5+ years insurance experience (preferred)
• Professional office environment experience (preferred)
• College degree (preferred)

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.