Account Manager

Account Manager

Account Manager is responsible for daily servicing of commercial clients. This position assists in the service, production, and retention of new and renewal clients while maintaining high serve standards. Also responsible for developing relationships with carriers and insureds.

Responsibilities include:

• Manages assigned accounts on a day-to-day basis which includes coordinating all services, answering questions, and resolving problems which may arise.
• Maintains a concern for timeliness and completeness when interacting with clients, agency, and company personnel.
• Responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.
• Responsible for making sure that all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides coverage that was presented to the insured in our proposal.
• Prepares thorough and complete submissions for the marketing of accounts.
• Initiate contact with the insurance carriers and submit marketing requests.
• Track status of marketing submissions.
• Provide carriers / underwriters with updated information as requested.
• Compile, review, and respond to all quotations and declinations.
• Answer intermediate coverage questions, i.e. policy coverage questions, scenario questions, how coverage applies etc. (may need to pull policy for answers)
• Review policies and endorsements for accuracy.
• Manage and maintain expiration lists.
• Other duties as assigned.