Commerical Lines Account Manager
Company Name:
HR Specialties
Great client in Greenville, SC seeking candidates for a Commercial Lines Account Manager (Small/Medium to Medium/Large)
Commercial Lines Account Manager
Job Duties
-Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
-Provides professional, courteous service to our clients, carrier representatives, underwriters, and business partners resulting in a rate of account retention that meets or exceeds expectations.
-Provides a high level of support to Producers in obtaining, maintaining, and expanding business.
-May also be responsible for account rounding and in accordance with standard practices, policies, and procedures.
-Makes major decisions on books of insurance business for which the incumbent is responsible.
-Works closely with Producers and other personnel on all aspects of client service, marketing, and renewal while adhering to organizations best practices and standard procedures.
-Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
-Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability.
-Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
-Makes appropriate recommendations to clients in response to those changes
-Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers.
-Troubleshoots billing issues.
-Responsible for overall retention of accounts in assigned book of business.
-Organizes client meetings when necessary.
-Appropriately documents conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
-Prepares reports for management as required.
-Oversees functions performed by Account Administrators as required.
-Supports, mentors, and trains Account Administrators, as necessary.
-Attends industry related continuing education training and courses.
-Performs other duties and projects as assigned.
Qualifications
-At least 2 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred.
-Must have experience in working with small to large companies.
-Excellent oral and written English communications skills.
-Superior customer service and problem solving skills.
-Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
-Ability to work in a team environment.
-Associates Degree or equivalent to 2
years experience. Bachelors degree preferred.
-Currently licensed in good standing in required states.
-Current with all necessary CE credits in required lines and states.
-Advanced professional designation highly desirable (e.g. AAI, ARM, CIC).Estimated Salary: $20 to $28 per hour based on qualifications.
HR Specialties
Great client in Greenville, SC seeking candidates for a Commercial Lines Account Manager (Small/Medium to Medium/Large)
Commercial Lines Account Manager
Job Duties
-Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
-Provides professional, courteous service to our clients, carrier representatives, underwriters, and business partners resulting in a rate of account retention that meets or exceeds expectations.
-Provides a high level of support to Producers in obtaining, maintaining, and expanding business.
-May also be responsible for account rounding and in accordance with standard practices, policies, and procedures.
-Makes major decisions on books of insurance business for which the incumbent is responsible.
-Works closely with Producers and other personnel on all aspects of client service, marketing, and renewal while adhering to organizations best practices and standard procedures.
-Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
-Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability.
-Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
-Makes appropriate recommendations to clients in response to those changes
-Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers.
-Troubleshoots billing issues.
-Responsible for overall retention of accounts in assigned book of business.
-Organizes client meetings when necessary.
-Appropriately documents conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
-Prepares reports for management as required.
-Oversees functions performed by Account Administrators as required.
-Supports, mentors, and trains Account Administrators, as necessary.
-Attends industry related continuing education training and courses.
-Performs other duties and projects as assigned.
Qualifications
-At least 2 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred.
-Must have experience in working with small to large companies.
-Excellent oral and written English communications skills.
-Superior customer service and problem solving skills.
-Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
-Ability to work in a team environment.
-Associates Degree or equivalent to 2
years experience. Bachelors degree preferred.
-Currently licensed in good standing in required states.
-Current with all necessary CE credits in required lines and states.
-Advanced professional designation highly desirable (e.g. AAI, ARM, CIC).Estimated Salary: $20 to $28 per hour based on qualifications.
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