Account Manager - Commercial Lines

About the role

Description Opportunity to join high performing insurance service team supporting the construction industry. We help contractors build with confidence through a partnership of risk management and risk transfer. We are a team that works to support our clients, one another, and our community.

Responsibilities

• Processes Related To Marketing Responsibilities:
  • Process/Maintain Expiration Lists
  • Prepare and/or Update Submission Applications in AMS
  • Setup Submission Files in Marketing Folder
  • Order Loss runs
  • Create/Update Supplemental Applications
  • Be Familiar with Carrier Preferences
  • Review Application for Adequate Insurance & Submit to assigned carriers
  • Rerate Online with Assigned Carriers
  • Negotiate Pricing
  • Review Quotes with Agent/Team
  • Create Proposals
  • Bind Coverage with Carrier
  • Notify Carriers regarding outcome of quotes
  • Order Renewals from Existing Carrier
  • Prepare Premium Finance Agreements
  • Assist with Bonds
  • Control AMS Producer Codes & Maintain Data Integrity
  • Create Policies
  • Generate Professional Correspondence
  • Maintain/Maintain AMS Suspense System
  • Assist with Bonds
  • Affiliate with premium collection/billing
  • Affiliate with office needs
• Processes Related To Service Responsibilities:
  • Oversee Client Account for Adequate Insurance
  • Discuss all aspects of Property and Casualty insurance with clients and underwriters by phone and in person as necessary
  • Control Renewals
  • Meet with Agents & Team as needed
  • Order renewal coverage from existing carrier if not submitted for marketing
  • Control AMS Producer Codes & Maintain Data Integrity
  • Process Invoices
  • Create Premium Finance Contracts
  • Prepare Summary of Insurance
  • Review policy for gaps in coverage exclusions
  • Prepare Policies for Delivery to Clients
  • Order and Process Change Requests/Verifications
  • Review and Process Endorsements
  • Issue Certificates of Insurance and/or Evidence of Property Insurance
  • Print Daily Activity Reports
  • Generate Routine Correspondence
  • Manage/Maintain AMS Suspense System
  • Assist with Bonds
  • Assist with premium collection/billing
  • Assist with office needs

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• EDUCATION And/or EXPERIENCE: All: College degree; or two to three years related insurance experience and/or training; or equivalent combination of education and experience.
• Must be proficient with Outlook and Microsoft computer programs.
• Account Managers, Production Managers and Executive Managers must participate in seminars/classes for knowledge, skill development and continuing education as required by the Department of Insurance.
• Languages Skills: Account Managers, Production Managers and Executive Managers who transact insurance must possess the ability to read and interpret insurance policies. Must be able to read and comprehend procedure manuals, correspondence, memos and compose professional emails relative correspondence.
• Ability to effectively present information one-on-one by phone and/or small group situations to clients, agents, managers and other employees of the organization.
• REASONING ABILITY: All must be able to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• CERTIFICATES, LICENSES, REGISTRATIONS: Account Managers, Production Managers, Executive Managers who transact insurance must have and maintain an active Property and Casualty Insurance License or Accident & Health Insurance license as required for appropriate lines of insurance.
• PHYSICAL DEMANDS: All: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be able to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.