Commercial Lines Account Manager

Job Description

Job Description

TITLE : Commercial Lines Account Manager - Client Service
LOCATION: Bethesda, MD
SALARY: $75,000 - 100,000 (Depending on experience, qualifications, and training)
Plus comprehensive benefits package

SUMMARY
Provide and maintain excellent service to clients, and support commercial lines team and producers in processing all lines of commercial insurance in accordance with the agency guidelines and Agency Best Practices for service. Generalist account management experience is desired. Contractor client experience would be helpful as would experience with Applied EPIC or AMS 360.

Independent Agency Employment/Experience Required

ESSENTIAL DUTIES AND RESPONSIBILITIES
Process renewals and incidental new business, cancellations, audits, and endorsement requests
Issue certificates of insurance as necessary
Initiate renewal meetings and be responsible for renewal process
Negotiate coverages and premiums with carriers
Provide producer and/or account executive with accurate renewal proposals
Check policy coverages, endorsements and audits for accuracy
Invoice policies, audits, endorsements, cancellations and other appropriate transactions
Assist producer, accounting department and client in the reconciliation of client accounts
Be responsible for account rounding
Work efficiently and effectively in a team environment
Project a positive attitude toward company and team goals
Maintain excellent communication, attitude and rapport with internal and external clients
Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
Work with clients to become a 'trusted advisor' or 'consultant'
Adhere to commercial lines procedures
Apply problem solving techniques to various issues that may arise with carrier and clients
Develop and maintain excellent relationships with our partners, carriers and vendors
Demonstrate good judgment when handling complex issues

POSITION REQUIREMENTS
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training.

Designations, Licenses
Must hold P&C insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.

FULL-TIME/PART-TIME: Full-Time