Account Manager

Commercial Lines Account Manager

The Commercial Lines Account Manager performs the essential functions of the position, which includes aiding Sales Executive/Producer(s), coordinating with Marketing Specialist on new and renewal marketing of accounts, and maintaining client relationships. Specific client service, data entry, and problem-solving responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Primary Responsibilities:

• Provides technical support to Sales Executive/Producer(s); specifically in analyzing client needs, coverage forms and quotations.
• Assists in new and renewal processes in coordination with Sales Executive/Producer(s) and Marketing Specialists.
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices accordingly if necessary.
• Prepares worksheets and summaries of insurance, schedules and proposals as needed.
• Processes renewals in coordination with Sales Executive/Producer(s) according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Assists the client with billing questions and payments.
• Processes incoming email, mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards
• Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Producer(s).

Personal and Organizational Development

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Knowledge, Skills and Abilities

• Intelligence, the ability and willingness to solve problems.
• Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately.
• Ability to work well with many types of people.
• Ability to understand written and oral communication, and interpret abstract information.
• Ability to prioritize work load.
• Property, Casualty Agents License. Preferred.
• Knowledge of insurance products and usage's. Preferred.
• Knowledge of insurance markets and reference to markets. Preferred.
• Knowledge of insurance rating and underwriting procedures. Preferred.
• Familiarity with computer, excel and word processing programs.

Working Conditions

• Fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
• This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.