Senior Account Manager - Commercial Lines

Responsibilities

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
• Prepare client proposals based on client’s needs, rates and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.

Qualifications

• Five years' experience in commercial insurance.
• Thorough knowledge of commercial lines coverages and markets.
• Producer's license.
• Experience with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Ability to work independently and in a collaborative team.
• Strong attention to detail.
• Customer focused.