Commercial Lines Senior Account Manager

Description

PURPOSE: 

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. 

As a Commercial Lines Senior Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES: 

• Provide positive, prompt, accurate, and courteous service to clients.
• Coordinate expirations with producer to obtain renewal and/or new business information. Maintain expiration control log.
• Assist in marketing new and renewal business, determine premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or producer for delivery.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Perform special projects at management’s request.
• Meet with clients to discuss and handle their insurance needs.
• Assist other departments and producers in cross selling and account rounding.
• Serve as a mentor and role model for others.
• Perform other related duties as assigned.

Requirements

• Experience: At least five (5) years’ experience in similar position is desirable.
• Required state licensing certification. 
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Possess a thorough understanding of commercial lines underwriting and coverages.
• Have the ability to handle a book of business that has accounts ranging in size from $100,000 premium and above, based on geographical location. 
• Professional designations such as CIC, CPCU are a plus and desire to acquire advanced insurance designations. 
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system. 

AMERICANS WITH DISABILITY SPECIFICATIONS 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment 

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.