Bia – Commercial Lines Account Manager
| Company | Arbella |
|---|---|
| Location | Agawam, MA, USA, Norwood, MA, USA, Fall River, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Minimum three years of Commercial Lines insurance experience ideally with small to mid-markets.
- Equivalent experience in a related field or a Bachelor’s Degree in Business, Management, Finance, Marketing.
- Current MA or CT Property & Casualty License or willing to obtain within 90 days.
- Knowledge of Commercial quoting and remarketing.
- Working knowledge of insurance forms, coverage and rating.
- Excellent communication, presentation and organizational skills.
- Proficiency in Agency Management Systems. Experience with Applied’s EPIC is a plus.
Responsibilities
- Process complete applications and loss summaries by making price recommendations, ensuring the risk factors, following agency defined coverage, limit and proposal format requirements, reviewing for accuracy prior to delivery and ensuring policies are delivered on a timely basis.
- Maintains a current level of knowledge on forms, coverage changes, selling trends and techniques through company bulletins and circulars, agency selling aids, and by attending sales seminars, company sales meetings, or educational activities.
- Perform comprehensive risk analysis surveys for all Commercial accounts by obtaining sufficient information regarding a risk to allow the Commercial service/marketing staff to prepare an appropriate proposal independent of the CL Manager.
- Meet joint agency/producer defined standards for new business solicitation, ex-dating and production as well as assigned or existing client service.
- Act as a liaison between clients and carriers to address complex service issues.
- Develop new production, proposals and consultation to sell new accounts to meet or exceed production goals as jointly established with Commercial Lines Manager.
- Renew existing business by developing new coverage, expanding existing coverage and identifying cross-selling opportunities to meet or exceed production goals as jointly established with agency owners.
- Monitor all leads and expiration dates and promote products of carriers that the agency has identified as important.
- Perform other duties as required.
Preferred Qualifications
- Experience with Applied’s EPIC is a plus.