Senior Commercial Lines Account Manager

Harrison Gray Search has partnered with an established and growing insurance agency that is a leading-edge innovator. They have been around for nearly 100 years and have multiple locations in MI. Our client is seeking a Senior Commercial Lines Account Manager for their Grand Rapids, MI office location.

The Senior Commercial Lines Account Manager will work alongside the Producer and Large Account team supporting, expanding, renewing, and servicing accounts.

• Assesses a high degree of technical coverage knowledge.
• Handles complex accounts with minimal to no assistance.
• Meets agency service standards of time, quality, detail, and accuracy in accordance with agency standards.

Job Responsibilities:

• Accompanies Producers and team on client visits including renewals and new business, at times handling meetings with clients on their own.
• Consults, informs, and educates clients about coverage, exclusions, and exposures, documenting the account in the agency management system.
• Rounds out accounts from clients and follows through to obtain new lines of business.
• Maintains Proactive service schedule making sure new business and renewal timelines are met.
• Completes new business and renewal proposals and presentations according to agency standards.
• Prepares summaries of insurance schedules and proposals for account reviews as needed.
• On renewals, may contact clients, and follow up in conjunction with Producers.
• Completes marketing on own book of business with carrier partners and will identify, design, and implement placement strategies for the client, encompassing new products and services, identification and selection of target markets, and tailored/unique coverages.
• Effective in handling challenging coverage issues and market placements.
• Coverage and pricing analysis, calculating rates, exposure basis, etc. for all lines of coverage. Proactively set up cost and exposure comparisons on client accounts year after year.
• Manages client concerns, and facilitates a productive and amicable working relationship.
• Develop and maintain a positive relationship and rapport with carrier partners to satisfy our clients’ needs and facilitate the process of new and renewal business.
• Sets priorities and manages workflow within the team to ensure efficient, prompt, and accurate processing of transactions and responsibilities.
• Ensures that systems, operational procedures, and company regulations are adhered to on client accounts.
• Pursues professional studies and keeps familiarity with trends in the industry and with new insurance products.
• Participates and engages in internal team meetings.
• Aids in the training and development of members of the team.
• Proactively meets with the Producers on a regular basis to review and address account items.
• Participates in and represents agencies in carrier meetings and events.
• Communicate and build relationships with people outside the agency (clients, carriers, etc.)
• Establish and maintain interpersonal relationships.
• Organizing, planning, and prioritizing job responsibilities.
• Identify and solve complex insurance coverage problems or gaps.
• Understand, review, and analyze insurance policies and forms verifying accuracy.

Qualifications:

• Holds an MI Property and Casualty license.
• Minimum of 10 years experience managing large and captive commercial accounts.
• Bachelor’s Degree, or combined equivalent of education and experience.
• CISR, CIC, CRM Professional designation.
• Proficient in Microsoft Office suite, including Word and Excel, with the ability to effectively use these tools for data entry, document creation, and formatting.

Skills:

• Ability to work independently and as part of a close-knit team.
• Work normally scheduled hours, and more time when necessary.
• Ability to perform multiple tasks simultaneously, and work without supervision.
• Exudes a cheerful outlook, enthusiasm, and flexibility.
• Initiative-taker, remain calm under pressure.
• Mindfulness, and thoroughness in their work product.
• Elevated level of accuracy
• Identify and solve complex problems and review related information to develop and evaluate options and implement solutions.

Salary and Benefits:

• Competitive Salary
• Medical
• Dental
• Vision
• Employer-paid life insurance
• Flexible Savings Account
• Short-term and long-term disability
• 401K, with a match
• Cell phone reimbursement
• Educational expense reimbursement
• Paid vacation
• Paid personal time
• Paid holidays
• Possible relocation package

Schedule:

• In-Office
• M-TH 8:00am to 5:00pm and F 8:00am – 4:30pm (Memorial Day through Labor Day 4:00pm on Friday)