Commercial Lines Account Manager

The Role

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

Responsibilities

• Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering.
• Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Supports in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtains loss run or policy documentation directly from a carrier website as needed.
• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Works with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking.
• Submits and manages changes to the carrier per the client’s request.
• Updates the system of record to properly reflect conversations, communications and policy documentation.
• Processes monthly, quarterly or annually audits and monthly reports as received.
• Handles contract reviews that are not complex in nature.
• Claims management; instructs the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.

Qualifications

• 2+ Years of experience in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Analytical and problem-solving abilities.
• Hold Insurance licenses as required by the Company.