Commercial Lines Account Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Communicate with clients via email and phone regarding their insurance questions and service needs.
• Create certificate templates and issue required evidences of insurance to both the client and the clients’ customers and vendors.
• Invoice insurance policies and issue insurance binders.
• Review and analyze contracts presented by the client. Comparison of contractual requirements to existing policies noting any gaps in coverage and determination of the need for job specific policies.
• Communicate the need for job specific policies to the client.
• Order, place, invoice and issue evidence of any project specific policies (OCPs. RRPs, and Builder’s Risk policies).
• Cross Sell other policies and products as needed based on program analysis and discussions with clients.
• Receive requests for policy changes from client, request issuance of policy endorsements from insurance carrier.
• Review and invoice insurance carrier audits, endorsements, cancellations and any other carrier correspondence for accuracy and then document appropriately in the agency management system.
• Review policies for accuracy against the proposal presented to the insured, the expiring policies terms and conditions and the agency management system information.
• Locate and request corrections to insurance carrier errors.
• Assess client’s insurance program to identify potential gaps and/or uncovered exposures, as well as looking for account rounding and expanded coverage opportunities.
• Perform special projects or additional duties as assigned.

QUALIFICATIONS

• Minimum 5 years of experience as a Commercial Lines Account Manager/Customer Service Representative.
• NY State Property & Casualty license is required.