InsuranceHires

Overview

Position Summary:
Our client is hiring a Commercial Lines Account Manager. The successful incumbent will be responsible in servicing the client with their insurance needs from the moment they call and inquire to securing coverage accurately and professionally.

Responsibilities:
 Responsible for managing a book of business
 Responsible for servicing all aspects of an account by taking inbound calls, consulting and advising
clients on policy changes, requesting policy change, process all additional paperwork
 In collaboration with Producers; coordinate, support plans, discuss arising issues and create
comprehensive plans for existing clients
 Responsible for the review and accuracy of policy documents prior to the delivery to the client
 Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
 Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
 Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
 Maintains up-to-date TAM workflow documentation and ensures workflows are followed
 Ensure accurate and timely servicing and billing of accounts
 Participate in actively in cross-sell campaigns and other initiatives as required
 Actively develop an increased knowledge of related insurance products and client needs
 Discuss any concerns or outstanding info with underwriters
 Provide back-up support to other Account Managers when required
 Preparing comparison quotation on renewals where necessary, and in a timely manner
 Issue pink slip when needed in addition to completing miscellaneous duties as assigned
 Develop and maintain relationships with company underwriters
 Participate in training and professional development courses to enhance skills and industry knowledge
 Maintain positive working relationships with clients, staff, and other Departments
 Achieve performance metrics as set out by the Commercial Lines Manager
 Scan and attach documents to Agency Manager

Qualifications:
 An active and in good standing RIBO license is required
 Minimum 3-5 years of commercial insurance experience
 Has or currently working towards C.I.P. and/or C.A.I.B.
 Strong written, oral communication and presentation skills
 Client development/relationship management experience
 High attention to detail with strong organizational skills
 A self-starter wanting to grow with the organization
 Proficient skills in Outlook, Excel, Word and The Agency Manager (TAM)

If you are looking to join a growing and exciting team send us your resume.