Professional Lines Account Manager

Essential Duties & Functions

• Build and strengthen relationships with existing clients.
• Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs.
• Develops and oversees service plans for each client determining and understanding their needs and requirements.
• Safeguards proper resources from within the office are involved with the client.
• Plans, organizes and leads internal meetings related to the service plan.
• Plans, organizes and leads client meetings.
• Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business.
• Captures the coordination and monitoring of the marketing of accounts; negotiates terms and pricing with carriers.
• Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.
• Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts.
• Maintains the planning and organization of periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable).
• Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately.
• Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation.
• Ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.
• Keeps management apprised of developing opportunities and risks with client accounts.

  Qualifications

  • Valid California P&C Insurance License
  • 15 years’ experience in Professional Liability Insurance
  • 7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships
  • Strong technical skills including proficiency with agency management systems
  • Proven track record working with large, complex accounts
  • Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required
  • Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook
  • Ability to maintain a high level of confidentiality