Commercial Lines Account Manager
Job Description
Commercial Account Managers:
- Serve as primary contact for Agents
- Agency software experience
- Real Estate Accounts
- Excess and Surplus Lines
- Standard Lines
- Work directly with clients and carriers to assist agents to renew accounts and retain clients
- Create new business submissions for agents who qualify
- Create proposal for renewals upon request, including coverage checklist
- Bind renewal coverage on behalf of agent and ensure all documents required are secured
- Scan renewal marketing file in system
- Check new business policies for accuracy, order changes to new business when coverage does not match bound, invoice
- Prepare renewal submissions with all necessary carrier and premium updates
- Obtain renewal exposures via form letter, 60 days out, and update submission with information for agents if needed
- Generate claims notifications for carriers and inform agents, follow up as per procedures
- Maintain suspense with attention to priority items, including binding confirmations, audits, outstanding u/w information
- Review policy forms prior to sending for certificate issuance to ensure policy has appropriate coverage; if coverage is not accurate, advise CSR to endorse accordingly and issue both change request and certificate
- Maintain documentation and ensure client file in ATS/CRM is consistent with paper file for E&O purposes
- Pursue CE and designation opportunities
- Follow agency standards and operational goals
- Due to changing business conditions, additional duties or functions may be assigned to this position by management
Commercial Service Representatives (CSR’s) Support to the Account Manager
- Prepare certificates, id cards, binders
- Process change requests and set diaries for endorsement receipt
- Order loss runs, experience mod worksheets
- Prepare PAC or outside finance agreements
- Process mail and distribute if needed, invoice endorsements if needed
- Provide information to AM’s for billing, audit and policy information inquiries
- Maintain documentation and ensure client file in AMS360 is consistent with paper file for E&O purposes
- Review renewal policies, invoice and prepare cover letters for mailing
- Serve as back-up support to CSM when AM is out of the office
- Follow agency standards and operational goals
- Due to changing business conditions, additional duties or functions may be assigned to this position by management
Benefits: Health, Dental, Vision, Life Insurance, 401K
Salary: Contingent upon experience
Client is equal opportunity employer
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