Commercial Lines Account Manager

HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia. Businesses, families, and individuals depend on HAWK Advisers to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the vast insurance landscape and decision-making process. Our mission is to be the most responsive and engaging provider of risk management and insurance solutions.

About the Role

The Commercial Lines Account Manager is responsible for providing exceptional customer service and supporting the needs of our business clients. This role is committed to providing the highest service and quality standards set forth by the agency. It’s an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.

Responsibilities

• Day-to-day maintenance and servicing of assigned Commercial Lines accounts
• Maintain a high level of client service and satisfaction
• Marketing and placement of renewal accounts as appropriate
• Achieve agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
• Use company guidelines and independent judgment to prequalify accounts, recommend coverage, and cross-sell lines of business
• Prepare underwriting submissions for new and renewal business, including assistance with completing supplemental applications and ACORD applications
• Prepare insurance proposals for the sale and renewal of commercial lines business
• Maintain client files and ensure proper documentation by processing all policies, endorsements, binders, certificates of insurance, notices, etc.
• Negotiate terms and conditions with insurance carriers, including coverage and pricing
• Issue requests to bind, endorse, and cancel coverage
• Prepare invoices, review audits, and collect forms of payment for insurance premium purposes
• Interact with customers and carrier representatives, including handling service matters, complaints, disputes, and resolving grievances
• Respond and consult with customers via professional communication including email, mail, phone, fax, text, and video conference
• Transact customary business, run reports, quote, and set up activities using web-based platforms and agency management systems
• Successfully complete continuing education and certification courses for professional licensing and development purposes
• Keep a professional appearance, positive attitude, and tidy work area
• Organize, prioritize, and work under pressure; act as a team player
• Stay informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge
• Interact effectively with others by utilizing good communication skills, cooperating positively, and providing information and guidance as needed
• Perform other miscellaneous duties as assigned

Requirements

• Appropriate State license(s)
• Minimum 2-3 years’ insurance brokerage or equivalent experience
• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages
• Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
• Experience and expertise in operating in an electronic environment; excellent automation skills, including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational, and verbal and written communication skills
• High degree of self-motivation and self-direction

Benefits

• Competitive compensation
• 401k
• Health Insurance
• Short-term & Long-term disability
• Voluntary Dental & Vision options
• Paid time off, vacation, and sick time
• Flex holidays
• Charitable PTO day to serve a local non-profit organization
• Supportive and collaborative team environment
• Modern workspace equipped with onsite garage parking, break room, outdoor patio, and gym—all free to use by employees