Account Manager - Commercial Insurance

POSITION OVERVIEW

The Account Manager is responsible for fostering and maintaining client relationships with a strong emphasis on responsive service and account retention for our commercial business clients. The Account Manager also provides support for Producers in the day-to-day handling of client insurance needs.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1. Manage the renewal process by facilitating communication between the client, agency, Producer, and partner carriers including but not limited to updating applications and maintaining spreadsheets
2. Facilitate the Marketing process and coordinate communication with all parties
3. Maintain strong client relationships with the ability to problem solve
4. Inform and educate clients about coverage, exclusions, and exposures while documenting electronic files appropriately
5. Prepare proposals, applications, and submissions to the insured and/or carrier as needed, obtains client signatures, and follow up to ensure timely responses, all in conjunction with Producers, Account Managers, and Marketing Representatives
6. Respond to client needs by producing binders, certificates, policies, and other related items accurately and on time
7. Actively engaged in client risk management and claim processes, facilitate communication and meetings between the carrier, client, and agency personnel
8. Prepare summaries of insurance, schedules, and proposals
9. Verify the accuracy of processed endorsements, taking corrective action when necessary
10. Explain audit procedures to clients and review interim reports for credibility and coverage adequacy
11. Order policies and prepare policy books for delivery to clients
12. Stay abreast of developments in the insurance industry and changes in coverage
13. Maintain accurate and current electronic files; file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions
14. Seek referrals from the current client base to solicit new business prospects
15. Other duties requested by the broker and/or in accordance with TIS practices related to the successful retention and maintenance of client relationships. This may include some travel to client facilities when needed

QUALIFICATIONS AND SKILLS

1. High school degree or equivalency; college degree preferred
2. Minimum 3 years of previous related insurance work experience
3. Working knowledge of the commercial insurance industry, underwriting, and rating procedures
4. Current applicable license preferred. If not currently held, the ability to obtain licenses as required by State Department of Insurance and participate in seminars or other training to maintain license(s).
5. Ability to comply with applicable laws
6. Strong communication and interpersonal skills; excellent customer service and organizational skills
7. Self-starter with the ability to work well independently yet function as part of a team
8. Strong risk management skills including claims
9. Ability to build strong client relationships, problem-solve, and document follow up
10. Proficiency working in Microsoft Office (Word, Excel, and Outlook)

Note: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Salary : $0