Account Manager

Your Responsibilities

• Service and renew a book of business.
• Request required information from both the customer and carrier to start the renewal process.
• Gather, review, and organize information to complete renewal submissions based on client's unique business needs.
• Obtain renewal quotes from underwriters and negotiate both pricing and coverage terms.
• Review renewal quotes for accuracy and ensure customer’s exposures are adequately covered.
• Review proposals for accuracy, send to customer, and follow up for request to bind order.
• Submit bind orders to underwriters and follow up for renewal policies.
• Receive and submit accurate service requests such as endorsements, certificates, and audits.
• Effectively use agency management system to service and renew policies, including proper file documentation for auditing purposes.
• Maintain monitoring retention results for book of business and communicate trends to leadership team.
• Contribute positively to customer satisfaction and continuously strive to improve service to the customer.
• Communicate in a positive manner to maintain a cohesive, pleasant work environment.
• Protect the confidentiality of information learned by performing the duties of the position.

Qualifications

• Bachelor’s degree in business or equivalent education and/or experience preferred but not required.
• Firm working knowledge of commercial property/casualty coverages and services.
• Current P&C insurance license, or ability to obtain immediately.
• Brokerage experience in servicing the insurance needs of commercial accounts preferred.
• Understanding of commercial rating concepts.
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
• Proficiency in Microsoft Office software.