Account Manager – Business Insurance – Public Entity Clients

Account Manager – Business Insurance – Public Entity Clients

Requirements

• 3+ years’ experience in commercial Property & Casualty insurance at an agency or related company
• Experience in working with public entity clients, specifically fire departments, school systems, and municipalities
• Experience in placement of special events, educators legal liability, workplace violence/active shooter coverages, along with high deductible and loss-sensitive programs
• Interpreting complex documents, such as insurance policies with multiple coverages, detailed applications and proposals.
• Highly proficient with Excel Spreadsheets, Word Documents, and navigating Agency Management Systems
• Providing coverage analysis and risk management recommendations, completing applications, preparing submissions and proposals, and negotiating coverage and pricing
• Reviewing the accuracy of others’ work on a project or task
• Ability to work and guide others on a fast paced, high-energy team while maintaining a positive attitude
• Ability to manage workload around common renewal effective dates of 7/1, 12/1, and 1/1.

Responsibilities

• Ensure the successful delivery of services to clients by creating and implementing customized service plans
• Build strong relationships with clients, understanding their needs
• Negotiate coverage and manage proposals and renewals
• Engage in strategic holistic planning for clients, understanding the full scope of their business.

Preferred Qualifications

• Property & Casualty license preferred, or the ability to obtain upon hire
• BS/BA in Business, Insurance or related field
• CPCU, ARM, CISR or other professional insurance designation related to Property & Casualty
• Experience working with Applied Epic, agency management system
• Available to travel for client meetings, as needed