Commercial Lines Account Manager
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We are seeking a Commercial Lines Account Manager with experience in Commercial Real Estate, Hospitality, Manufacturing, and Non-Profits.
Purpose: To retain clients by effectively managing relationships both internally and externally. Collaborate with department members to deliver exceptional customer service and ensure client satisfaction
Education, Experience, and Knowledge Required:
- Property and Casualty Insurance license in good standing
- Knowledge of insurance coverages, contracts, and state regulations
- Proficient in AMS 360 is preferred. Microsoft Office Suite (Word, Excel, PowerPoint, Publisher)
- 5+ years of experience in the retail insurance industry
Essential Duties and Responsibilities:
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Account Management:
- Oversee day-to-day activities for an assigned book of business, including invoicing, claims reporting, premium breakdowns, policy changes, and coverage comparisons.
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Administrative Oversight:
- Handle issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
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Relationship Building:
- Cultivate strong relationships with clients, vendors, and carriers to enhance client retention.
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Coverage Consultation:
- Identify coverage gaps and consult with leadership to advise clients on options.
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Renewal Process Support:
- Assist producers in managing the renewal process, including ordering loss information, handling applications, and preparing renewal proposals.
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Compliance Review:
- Ensure alignment with client expectations and legal requirements through thorough documentation of internal compliance and client disclosures.
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Business Growth:
- Support growth through account rounding and referrals.
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Team Support:
- Collaborate with marketing and sales teams as needed.
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Meeting Participation:
- Attend internal and client meetings as required.
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Adherence to Guidelines:
- Follow agency policies and promote teamwork and a positive work environment.
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Performance Commitment:
- Strive to exceed internal and external performance standards.
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Continuous Learning:
- Participate in training to stay current on industry trends and regulations.
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Additional Duties:
- Perform other duties as assigned.
Competencies:
- Resilience: Tackles tough assignments with determination.
- Results-Oriented: Achieves results through effective problem-solving.
- Trustworthy: Gains confidence through honesty and integrity.
- Customer-Focused: Builds strong relationships and delivers client-centric solutions.
- Engagement Driver: Contributes to a positive work environment.
- Innovative: Seeks to improve internal processes.
- Talent Developer: Attracts and nurtures top talent.
- Decision Maker: Makes timely and effective decisions.
- Effective Communicator: Tailors communications to meet diverse audience needs.
- Mentorship: Supports the growth and development of team members.
Education, Experience, and Knowledge Required:
- Property and Casualty Insurance Producer license in good standing.
- Knowledge of insurance coverages, contracts, and state regulations.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher).
- Familiarity with office equipment (printers, copiers, etc.).
- 5+ years of experience in the insurance industry or a related field.
Preferred:
- College degree in a business-related field.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
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