Account Manager II

Primary Responsibilities

• Timeline Management
  • Adhere to the Commercial timeline to ensure all tasks are performed promptly and efficiently.
  • Work independently and self-manage to maintain workload within designated timelines.
• Customer Relationship Building
  • Build strong relationships with key customers by acting with a sense of urgency and responsiveness.
  • Provide outstanding customer service to current and future clients, assisting with questions, changes, claims, certificates of liability, and more.
• Professional Communication
  • Respond to customer inquiries professionally via phone, email, or fax.
• Renewal and Marketing
  • Attend monthly marketing meetings with Producers 90-120 days prior to policy expiration.
  • Review renewals upon receipt, identify changes, and advise Producers on additional strategy if needed.
  • Prepare accurate applications and submit them to carriers for quotes when necessary.
  • Compare quotes and prepare a marketing spreadsheet with the best options for customers, recommending the optimal choice to Producers or customers.
• Proposal and Policy Management
  • Prepare renewal proposals as needed.
  • Verify the accuracy and compliance of all policies received from carriers.
  • Deliver policies according to Producer or customer instructions.
• Coverage Analysis
  • Read contracts to ensure adequate customer coverage.
  • Analyze coverages and recommend additional beneficial coverages.
  • Coordinate with other departments to solicit additional coverages not carried by the agency.
• Administrative and Support Duties
  • Assist with accounts receivable collection as requested.
  • Familiarize yourself with each insurance carrier’s product lines, underwriting process, and websites.
  • Stay informed about market changes.
  • Attend customer meetings with Producers when requested.
  • Share knowledge and experience with CSRs and other agency members as needed.
  • Be available for insurance carrier meetings when requested.
  • Manage and file customer documents in the agency management system.
  • Perform any other duties as assigned by the Management Team.