Commercial Lines Account Manager - P & C License Needed

Job Summary:

Supports the Commercial Lines Production team in the production of new accounts in a fast-paced environment. Manages the retention of existing accounts with prompt, efficient, and high-quality service. Works closely with Account Executive Assistants and Insurance Processors to service accounts in a team environment.

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Paid Time Off (PTO)

Life Insurance

Disability Insurance

Career Growth Opportunities

Tuition Reimbursement

Responsibilities

Primary Responsibilities:

Coordinate day to day service needs for clients

Coordinate strategy and marketing for new and renewal coverages

Detailed duties:

Maintain client files and ensure accurate account information

Coordinate coverage reviews and completion of policy checklists

Coordinate creation of Loss Summaries

Coordinate binding of coverage

Complete final review of policy documents and coordinate delivery to client

Validate audits and prepare for delivery

Manage clients accounts receivable

Identify and request renewal exposures from client

Prepare final submission for new and renewal marketing

Review and finalize new and renewal quotations and proposals

Coordinate Issuance and quoting of premium finance agreements

Identify opportunities for expanded business through gaps in coverage and program improvements

Confer with client and agency personnel to resolve client issues or complaints

Follow up on outstanding claims

Coordinate marketing process including underwriting questions while keeping client and producer updated during marketing process

Correspond with and develop strong carrier relationships

Keep informed on industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Performs other functions as assigned by management

SKILLS

Excellent written and oral communication

Excellent time management

Active Listening

Service Orientation

Persuasion

Reading Comprehension

Complex Problem Solving

Critical Thinking

Judgment and Decision Making

• Two-year independent agency experience.
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.
• Bilingual, fluent in both English and Spanish.
• Great Customer Service Skills
• Excellent Interpersonal skills
• Strong communication skills, both oral and written
• Works well with other employees and is a team player with a positive attitude.
• Possess an upbeat, positive and enthusiastic attitude
• Possess a genuine willingness to learn, be intuitive and resourceful
• Proficiency to multi-task, follow-thru and follow-up
• Professional phone etiquette
• Career minded vision
• Excellent Spelling and Grammar skills
• Problem-Solving Capabilities.
• Strong work ethic