Commercial Lines Account Manager - Real Estate Focus

Major Responsibilities

• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Setup and prepare new account files in AMS360 per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
• Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports - Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.

Performance Expectations

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.
• Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Qualifications

• Education requirement: High school diploma or equivalent is required, college degree preferred.
• California P&C License required.
• Experience in real estate insurance.
• Knowledge of AMS360 or Applied EPIC system or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.