Commercial Lines Account Manager

Essential Functions

• Develops retention strategy and new business acquisition meetings with producer
• Gathers data from client: application, exhibits, narratives, and loss runs
• Works independently of Producers on placement of risk
• Works with team to develop marketing strategy and may submit to market
• Prepares new/renewal proposals
• Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
• Maintains open items checklists/timelines
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Reviews contracts, recommends carrier transfer, and checks for compliance
• Identifies new exposures and develops cross sell opportunities
• Communicates with producer and team regarding client
• Analyzes client data to determine client needs
• Answers underwriting questions and helps negotiate pricing and products
• Primary contact with client, besides producer
• Uses independent judgement to conceptualize solutions for client needs
• Builds good working relationships with clients and team members to work as a part of a team

Competencies & Qualifications

• Strong organizational, multitasking, motivational, problem-solving, detail-oriented, verbal, and written communication skills
• Proficient in insurance agency management software (EPIC) and Microsoft products

Education & Experience

• State issued Property & Casualty insurance license is required
• College degree or equivalent work experience
• 3-5+ years agency experience in designated field

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!