P&C Commercial - Senior Account Manager

About the role

Assist Account Executives and other senior members of account teams in managing mid- to large commercial property & casualty accounts. Provide customer service, administrative/technical, and sales support. Maintain relationships with clients and insurance carriers, as well as support staff to provide the best service possible.

Responsibilities

• Aid Account Executives in servicing existing and prospective customers by performing data entry and other tasks related to client and/or their current policies.
• Travel with Account Executives to meet with clients as required.
• Prepare submissions to insurance underwriting markets for review by Account Executive/Supervisor.
• Negotiate renewals and support the renewal process by maintaining timelines.
• Provide service to existing clients, addressing questions, problems, changes, certificates, or other issues regarding their account.
• Contact clients for updated renewal information, order loss runs, and update applications and/or spreadsheets for marketing.
• Aid Account Executives and in-house marketing specialists as necessary.
• Respond to requests for additional information from various markets.
• Prepare, process, review, and monitor policies, renewals, applications, changes, endorsements, binders, contracts, audits, etc., ensuring accuracy and preventing errors and omissions.
• Support the sales function by rounding accounts (new lines of coverage/limits, gaps, and upgrades) and referring new sales opportunities to Account Executives and/or other departments.
• Enter data, maintain suspense system, scan and attach documents, review and attach spreadsheets for Statement of Value, automobile fleet lists, etc.
• Invoice transactions for premiums, agency fees, company fees, taxes, etc., and perform other accounting-related functions.
• Prepare spreadsheets for premium allocation as requested.
• Ensure compliance with state guidelines for surplus line accounts, checking requirements and completing necessary documents to avoid fines.
• Conduct coverage analysis for review by Account Executives or other senior members of the account team.
• Mentor Assistant Account Managers and/or other junior members of the team and review their work.
• Prepare presentations for client renewals.
• Coordinate additional services with other teams, including Claims, Loss Control, Management Liability, and/or Benefit groups.
• Perform other tasks as assigned by management.

Requirements

Required:

• Bachelor's degree in a related field.
• 7+ years of related experience and/or training.
• 5+ years in a Senior Account Manager role.
• Property & Casualty Insurance License.
• Appropriate insurance licenses in each state where business is being solicited.

Preferred:

• Ability to obtain other licenses as required.

Qualifications

Required:

• Demonstrated ability to manage assigned accounts with little oversight from the Account Executive or Producer.
• Ability to provide direction to other Account Managers and Assistant Account Managers as needed.

Skills

Required:

• Excellent communication skills.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite.
• Knowledge of insurance policies and procedures.
• Ability to work independently and as part of a team.

Benefits

For benefits information, please visit https://www.stephens.com/careers/benefits.