Business Insurance Account Manager

Business Insurance Account Manager

Requirements

• Property and Casualty license must be obtained within 75 days of New Hire Onboarding.
• Commitment to advancing your insurance knowledge via training and obtaining approved industry designation
• At least five years of similar experience
• Must have strong commercial lines technical knowledge
• Must understand all forms of coverage and risk alternatives
• Highly proficient with Microsoft Word and Excel
• Extremely organized
• Sense of urgency and works well under pressure
• Analytical and technical orientation
• Strong attention to detail and follow through
• Self-confident
• Ability to communicate well
• The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program.

Responsibilities

• Coordinate the servicing of a book of business with all internal and external stakeholders, demonstrating an advanced level of knowledge of all commercial lines of insurance
• Monitor and address aged accounts receivable with clients
• Communicate and develop relationships with clients to ensure their satisfaction with services provided. Escalate complaints and concerns to appropriate stakeholders
• Visit clients as necessary to review policies, audits, loss run analyses and experience mods/projections. Oversee service commitments to ensure compliance by colleagues
• Collect renewal information from clients as needed
• Coordinate value added services provided by Horton to clients
• Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon
• Review Policy Insight final document and request any necessary changes and or endorsements. Prepare policy documents and other documents, such as client commitment (CSRV) Bound coverages document, summary of insurance for delivery to clients as per client deliverable procedures
• Verify, dispute and process audit endorsements in a timely manner. Perform detailed audit reviews and present to clients
• Audit and update agency management systems to ensure all required entries are made and documentation is created and correctly filed in accordance with established timetables, naming conventions and procedures
• Act as back up for other Client Managers
• Mentor and assist in employee development of team members
• Manage surplus lines and other special procedures to ensure compliance with state regulations
• Other duties as assigned

Preferred Qualifications

• Applied Systems agency management experience preferred