Commercial Lines Account Manager

Primary Responsibilities & Essential Functions

• Work efficiently with agency producers to assemble, market, and place coverage for new clients
• Help AE with Accords and supplementals
• Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
• Provides technical support to producers to benefit clients and to reach producers and the agency’s strategic business goals
• Prepares proposals and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies
• Review current policy information with clients and make coverage recommendations
• Process Insured policy change requests
• Follow up to ensure the accuracy of endorsements processed by the carrier
• Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agency client management system
• Process Insured payments and review billing accounts with insureds
• Maintain client files in the client management system
• Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
• Deliver client correspondence via Email/USPS

Experience & Abilities

• 5 years’ Commercial Lines experience with middle market accounts and worked in Florida or Florida accounts
• Active Florida 2-20 license
• Proficient HawkSoft insurance agency management software system and Microsoft Office Suite
• Advanced knowledge of rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively
• Ability to communicate orally and in writing with others to explain complex issues
• Ability to receive and interpret complex information and respond appropriately
• Thorough detail-oriented to manage multiple clients, tasks, and requests
• Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions
• Professional, committed, and self-motivated, with the ability to focus on daily tasks
• Self-Starter
• Motivated and willing to learn
• Team Player
• Organized