Account Manager Lead (Commercial Lines)
About The Position
SUMMARYResponsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.ESSENTIAL DUTIES AND RESPONSIBILITIESFosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;Supports Producer in developing new business opportunities for existing clients and prospects;Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;Analyzes and compares current exposures and develops renewal or new business specifications for marketing;Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;Reviews and summarizes marketing results and prepares proposals;Finalizes proposals and presentations in coordination with Producer;Binds insurance coverage and prepares binders and/or delegate certificates issuance;Reviews policies for accuracy and review contracts;Prepares summaries and/or schedules of coverage for clients;Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;Provides technical guidance to staff assisting with client needs or procedural issues;Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;Notifies producer of pertinent information related to client retention;Meets with clients as needed or directed by Producer;Provides mentoring to staff to support immediate supervisor;Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor’s degree or equivalent combination of education and experience Eight (8) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skills Advanced planning, organizational and prioritization skillsAbility to work within a team and to foster teamwork Excellent customer service skills, including telephone and listening skillsGood leadership, problem solving and time management skillsProficient in Microsoft Office Suite#LI-JP1
Requirements
- Bachelor’s degree or equivalent combination of education and experience
- Eight (8) or more years related work experience
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Advanced planning, organizational and prioritization skills
- Ability to work within a team and to foster teamwork
- Excellent customer service skills, including telephone and listening skills
- Good leadership, problem solving and time management skills
- Proficient in Microsoft Office Suite
Nice To Haves
- Encouraged to complete Career Path requirements as communicated by supervisor
Responsibilities
- Providing customer service and overall service of assigned customers and/or policies on large market accounts.
- Supporting Producer in soliciting of new business and other Producer-led new business efforts.
- Providing mentoring to staff to support immediate supervisor.
- Fostering and managing overall relationship with clients ensuring retention of large market book of business and high satisfaction
- Supporting Producer in developing new business opportunities for existing clients and prospects
- Initiating renewal process for existing clients, and discusses and creates renewal strategy with Producer
- Analyzing and comparing current exposures and develops renewal or new business specifications for marketing
- Conducting marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
- Independently reviewing policy and determines appropriate coverage; identifies possible deficiencies
- Reviewing and summarizing marketing results and prepares proposals
- Finalizing proposals and presentations in coordination with Producer
- Binding insurance coverage and prepares binders and/or delegate certificates issuance
- Reviewing policies for accuracy and review contracts
- Preparing summaries and/or schedules of coverage for clients
- Reviewing client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
- Providing technical guidance to staff assisting with client needs or procedural issues
- Participating in the claims process as directed by management, including claim submission, follow-up and overall communication
- Notifying producer of pertinent information related to client retention
- Meeting with clients as needed or directed by Producer
- Providing mentoring to staff to support immediate supervisor
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date
- Complying with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
