Commercial Lines Account Manager

Primary Responsibilities

• Actively perform exposure analysis/account reviews and discuss insurance needs with clients by phone, e-mail, written communication and in person;
• Work with agency Producers and Marketing Coordinator to coordinate client service needs.
• Manage, underwrite and market client accounts as needed;
• Participate in renewal meetings and actively manage the insurance renewal process for clients, including marketing, quoting, rating and placement;
• Document all communications and interactions with clients, carriers and others in the computer system;
• Address insured’s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person;
• Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information;
• Actively conduct account reviews;
• Round and upsell client account coverage.
• Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication;
• Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures;
• Maintain compliance with all related company policies, standardized procedures and regulations;
• Continuing education to keep abreast of company, agency, and computer updates.
• Visit clients as needed to review insurance portfolio;
• Issue certificates, binders, etc. according to client’s needs and complying with all laws and regulations;
• Handle insured’s premium payments, via in-house or internet payment methods;
• Perform same work-related responsibilities to other company locations, as required.

Qualifications

• High school diploma;
• 3 years of CL Insurance experience required;
• Obtain and maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state;
• Understanding of insurance work methods and procedures;
• Ability to verbally effectively present information to clients, company and agency staff;
• Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks;
• Commitment to the company’s culture and established service standards;
• Ability to deal with and show discretion in confidential matters;
• 25% availability to travel outside of 25-mile radius and report to any office;
• Ability to sit, drive, bend, answer the phone, and perform computer input.