Account Manager II - INSURANCE

About the role

Provide technical support to internal and external clients as it relates to placing and servicing of Commercial Insurance coverage for the Middle Market clients inclusive of: liaison to optimize quality of service, business growth, and customer satisfaction. Disseminate appropriate needs of clients as it relates to Commercial Lines Insurance. Assist in marketing Carriers for appropriate coverage. Facilitate requests and needs of Carriers on behalf of clients. Manage client’s Claims inclusive reporting, advocacy and analytics.

Responsibilities

• Manage electronic client database
• Obtain Claims data, evaluate for trends, supply Summaries, participate in Claim Reviews
• Verify Coverage and Report Claims to insurers
• Counsel clients and execute routine policy changes with clients and insurers
• Secure “on Line” insurer Proposals, as requested
• Complete Billing Worksheets and bill the policies
• Follow up on timely issuance of Insurance contracts and Audits
• Review policies, policy changes & Audits for accuracy
• Prepare renewal “kits” as required
• Update Operating Platform with underwriting data
• Participate in training of new colleagues focusing on tasks that are primarily Our technical process and SOPC
• Collaborate with Account Executives in assembling Marketing Submissions

Requirements

Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, Workers Compensation.

Qualifications

• Bachelor’s degree or equivalent work experience preferred
• Proficient in the use of various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)
• Must hold a current Resident State license for Property and Casualty
• CISR preferred or current pursuit of a Professional Designation

Skills

• Relevant Work Experience: 3-5 plus years of Account Management work in a Commercial Brokerage environment with job duties inclusive of Claim Data analytics, Client Services, application and proposal generation, Coverage need determination.
• History of working in a team environment a plus
• Experience using a P&C Brokerage CRM
• Working knowledge of core Property and casualty coverages
• Basic knowledge of Executive Liability Coverages
• An understanding premium development & rating methodology
• Experience in interpreting contractual language as it relates to insurance
• Ability to read and digest financial statements
• Commercial Insurance Experience is a must

Benefits

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Pay

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $60,800.00 - $86,640.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings.