Commercial Lines Account Manager

Essential Functions

• Aid in developing retention strategies with the Producer and Marketing
• Create and deliver complete and accurate submissions, including Acord Applications, supplemental applications, and additional underwriting information as needed
• Present coverage recommendations to clients
• Secure and bind coverage in compliance with carriers, state statutes, and Surplus Lines Association
• Review policy documents and submit necessary changes to the carrier
• Tackle day-to-day client requests, such as policy administration, insurance placement, billing activity, claims administration, coverage/loss analysis, audit reviews, certificates of insurance, evidence of property, and cancellations/reinstatements
• Assess client contracts and suggest risk solutions and coverage placements
• Identify potential exposures and explore cross-sell opportunities
• Manage agency management systems, ensuring accurate, complete, well-documented, and up-to-date data in accordance with company policy
• Perform other duties as requested or required.

Competencies & Qualifications

• Maintain a high degree of technical competence and industry expertise
• Capable and willing to make sound decisions in unusual circumstances
• Ability to handle stress of short time constraints and manage change
• Ability to exercise independent judgment to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients, and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem-solving, and decision-making skills
• Must be a self-starter, imaginative, and creative with exceptional communication skills, both verbal and written
• Exercise high level of confidentiality

Education & Experience

• 2-20 Property & Casualty License required
• 5+ years' experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU, or CIC Designation or ability to obtain

Disclaimer

• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Benefits

• Comprehensive health-related benefits including medical, vision, and dental
• 401(k) with company match
• Company-paid life insurance
• Short-term disability (STD)
• Long-term disability (LTD)
• Generous paid time off policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!