Commercial Account Manager

About This Role

This role involves managing commercial insurance accounts, ensuring superior client service through meticulous documentation, effective teamwork, and strong technical expertise. The position suits a detail-oriented individual capable of multitasking and prioritizing work in a fast-paced environment.

Responsibilities

• Generate surveys and request renewal applications
• Prepare Loss Summaries
• Prepare Proposals for renewal terms
• Initiate Premium Finance Requests
• Issue Certificates of Insurance and Auto ID cards
• Prepare Schedules of Insurance for delivery to client
• Prepare policies for delivery to client
• Process Policy Audits and Monthly Reports
• Identify and resolve Accounting discrepancies
• Create requests for changes to client
• Perform tasks assigned as part of the Agency Standard Service Plan
• Attend meetings with Risk Management Team as appropriate
• Manage client
• Treat clients, prospects, and company employees with courtesy and respect
• Contribute to a team approach toward meeting goals and providing excellent client service
• Coordinate and monitor usage and quality of outsourcing teams
• Demonstrate cooperation and effective communication with clients, vendors and co-workers
• Service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
• Provide guidance / quality check for other
• Complete Kaplan Pictorials
• Obtain insurance designations of CISR or equivalent
• Verify accuracy of endorsements and invoice as necessary
• Comprehend Insurance Contract requirements for Certificates
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Become proficient using premium analysis software
• Demonstrate success in servicing multiple client renewals under mentorship of CAM or Trainer

Requirements

• College Degree, preferred
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills
• Operational knowledge of various Windows-based application programs such as Excel and Word
• Willingness to work overtime due to cyclical nature of business

Benefits

• Health and welfare programs
• Tuition assistance
• 401K
• Employee assistance program
• Career mobility
• Employee network groups
• Volunteer opportunities