Senior Account Manager-Commercial Lines

Senior Account Manager-Commercial Lines

Requirements

• High school graduate or equivalent. Bachelor’s degree preferred.
• Valid Indianan Property & Casualty License, or willingness to obtain.
• Maintain and Manage required licensing continuing education requirements.
• Advanced insurance designation required; AAI or CIC.
• Proficiency with Microsoft products.
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations.
• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis.
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency.
• Excellent written and verbal communication skills.
• Goal oriented and highly self-motivated and resourceful to achieve results.
• Ability to work independently, as well as in a team environment.

Responsibilities

• Manages renewal process from start through close.
• Client facing Insurance Professional.
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.
• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client’s current program is best product option for accounts.
• Negotiates renewals with incumbent carriers and reviews quotes for accuracy.
• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system.
• Verifies policy and policy changes information.
• Fields and responds promptly to inquiries from client, carriers, and Producers.
• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed.
• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
• Assumes ownership of customer concerns and feedback through successful resolution.
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
• May assist with training of other service staff.
• Other duties as assigned.

Preferred Qualifications

• Mid-large commercial account experience preferred.