Commercial Account Manager

Independent Insurance Agent

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Build and maintain key client and carrier relationships, by phone, e-mail and in person.

2. Assist assigned clients and P&C staff with service questions related to administration, billing, claims issues and problem-solving, upon request.

3. Continually seek cross-sell opportunities and suggest new lines of coverage.

4. Work with Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client. Negotiate insurance premiums with carriers on basis of claims audit.

5. Attend and coordinate meeting with client and Account Executive to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

6. Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the Account Executive/Account Manager presents the options to the client.

7. Schedule and conduct associate meetings in coordination with Account Executive regarding the implementation process.

8. Conduct quarterly account management visits with assigned client to review renewal decisions. Formulate a plan with Account Executive to address any issues.

9. Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.

10. Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.

11. Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.

12. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

Three years of experience gaining knowledge of Property and Casualty or equivalent experience State-issued license Good written and verbal communication skills Good problem-solving skills Good organizational skills Demonstrated proficiency in basic computer applications such as Microsoft Office software products