Commercial Account Manager

About This Role

Managing a book of business for commercial clients is the core of this role, maintaining professional relationships with both clients and insurers. The Commercial Account Manager reviews and prepares client files, leads marketing efforts, and evaluates and prices insured risks.

Responsibilities

• Provide exceptional client care as the primary client service contact
• Respond to client requests directly or indirectly from the Senior Account Manager/Account Executive and/or Marketer
• Compile and submit information to appropriate insurance companies and bind coverage where appropriate
• Participate in formal account reviews, assisting in account rounding and providing value-added services for clients
• Prepare submissions in Policy Works and EPIC
• Prepare proposals, cover notes, client correspondence, certificates, and invoices as per agency standards
• Assist Account Teams with various administrative functions
• Review and prioritize all assigned tasks on a daily basis including company mail, emails, abeyances/activities
• Maintain accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards
• Manage the marketing of accounts to include new, renewal, and midterm changes
• Collect data from the client
• Create an expert submission to be presented
• Negotiate suitable rates and coverages with company underwriters
• Present account executives with best programs
• Bind coverage
• Provide training and guidance to new Insurance Advisors on the team
• Other responsibilities as needed

Requirements

• Self-motivated
• Strong sense of urgency
• Ability to provide measurable deliverables to Account Managers and clients
• Up to ten years of commercial experience as an Insurance Advisor
• Level 2 insurance license
• Good communication, problem solving and critical thinking skills
• Pro-active and a self-starter
• Commercial bonding experience is required
• Experience with marketing and assisting with client contacts on accounts within the book of business
• Confident to work independently without supervision
• Superior client service, presentation and interpersonal skills
• A keen attention to detail
• Solutions oriented and a critical thinker
• Work well in a fast paced, client-focused environment
• Motivated to contribute within a team environment

Benefits

• Structured training, licensing support and ongoing development opportunities