Account Manager - Commercial Lines

POSITION SUMMARY

Hotaling Insurance Services is a family-owned, full-service risk management family office with nationwide offices across the United States. The firm specializes in delivering customized insurance and risk management solutions for businesses and individuals, supported by more than two decades of industry experience. This role will be responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts, and support of Producer-led new business and renewal efforts.

JOB RESPONSIBILITIES

• Creates signature service interactions with clients by responding in a timely manner to inquiries and listening for additional opportunities to address their coverage needs
• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
• Proactively owns and manages assigned book of business.
• Supports Producers in addressing client questions and/or concerns.
• Utilizes strong knowledge of Commercial Lines/Construction coverage to review and proactively process renewals and upgrade coverage levels.
• Effectively process all endorsement requests, cancellations, billing inquiries, and day-to-day service related issues in a timely manner, adhering to best practices standards and communicating such process to the client as necessary.
• Solicit and/or cross sell additional coverage required to effectively round out the account.
• Provide policy and exposure analysis and/or assessment to determine appropriate coverage options to ensure client is adequately insured.
• Address complex coverage issues in a creative solution motivated manner.
• Maintain organizational efficiency through continual business process improvement.
• Ensure client data integrity through accurate data entry, file maintenance, and professional business communication.
• Assists Property & Casualty team proactively and assists with a variety of administrative duties.
• Initiates action to help team achieve organizational goals in production and client satisfaction.
• Be a self-starter and willing to take “ownership” of day-to-day service issues related to assigned book of business.
• Maintains professional development and certification through active learning opportunities.
• Expand professional development to keep abreast of changes in the insurance industry as a whole.
• Network with other insurance professionals to maintain competitive market intelligence.
• Research changes in insurance company underwriting guidelines, products and policy conditions that may affect the member’s business operations.
• Stay abreast of changes within the industry relating to services and procedures.
• Participates and attends community relations activities per business needs.
• Other duties as assigned

REQUIRED SKILLS/QUALIFICATIONS

• 3-5 years related work experience
• Valid P&C insurance license
• Applied EPIC experience preferred but required
• Knowledge of commercial insurance products and small business risk exposures
• Strong communication, organization, and relationship-building skills
• Ability to manage multiple priorities in a fast-paced, client-focused environment
• Proficiency with Microsoft Office and agency management systems.
• Must continue to meet Continuing Education requirements for license renewal