Commercial Lines Senior Account Manager

About the role

The Senior Account Manager assists in the production of new and renewal accounts, meeting established account development and retention objectives, and providing field service support.

Responsibilities

• Market, service, develop, and retain assigned accounts
• Meet established account development and retention objectives
• Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
• Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed
• Negotiate with the insurance companies for the most proper coverage options
• Aid the Producer in preparing and making presentations of insurance programs to key accounts and prospects
• Absorb and maintain client files on the agency management system
• Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
• Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner
• Create renewal proposals
• Conduct renewal meetings with customers on behalf of the Producer
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Qualifications

• 5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing/rating preferred
• Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
• College degree, CPCU, and CIC designations preferred
• Proven experience working with mid-size to large commercial lines customers preferred
• Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
• Strong presentation skills, with the ability to influence others
• Interpret abstract information
• Work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Successfully adhere to company policies and procedures, as well as maintain strict confidentiality