Job Description
Job Description-Commercial Lines Account Manager
Reports To: Commercial Lines Department Manager
Position Summary: The Account Manager manages an assigned book of business for the commercial lines department. This individual is an expert in the insurance industry. This position primarily collaborates with the Department Manager, Producers and Assistant Account Manager(s) in the agency.
Responsibilities:
New Business
- Processes new business forms
- Reviews data on insurance documents, applications, and policies
- Assists producers with prospect/client set up in management system
Renewals
- Identifies renewals that need marketing
- Reviews both agency and direct bill renewals with Assistant Account Managers and Producers
- Communicates with Producers proactively with renewals
- Sends out Agency bill renewals as needed
- Manually renews Agency Bill policies in Epic as needed
Endorsements
- Directs incoming requests to the Assistant Account Manager to process by forwarding emails, phone calls or setting up activity
Cancellations and Reinstatements
- Corresponds with clients on cancellation requests
- Handles reinstatement process when applicable
Remarketing and Rewrites
- Identifies and handles remarketing opportunities
- Identifies and handles mid-term rewrites
Audits
- Handles Audits
Inspections
- Reviews and Processes insurance inspections
- Coordinates inspection requirements with clients
Cross selling
- Identifies opportunities to round out accounts and cross sells
Accounting
- Transacts New , Renewals, Endorsements and Cancellations when applicable
- Sends and tracks payment invoices to clients when applicable
- Handles Premium Finance process
Agency Management system
- Uses computers and agency database to enter, access, and retrieve information
- Edits, reviews and maintain records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries
- Utilizes Epic management system for managing all assigned work
- Sets activities on all duties that need to be completed
Client Servicing and Communication
- Confers with customers via telephone, email, letters and in person
- Composes business correspondence via letter and email
- Answers all business phone calls as soon as possible, changes voice mail as needed
- Examines documents and all related correspondence for completeness and accuracy
- Obtains information from customers and maintain activity records of all interactions
- Covers emergency duties when other Commercial Account Manager is out of the office
Other duties as assigned
Knowledge, Skills and Abilities:
Must be an assertive self –starter with effective presentation skills through both verbal and written communications
Must be able to work in a fast-paced, multi-tasking environment
Requirements: Current P&C license with at least 2 years’ experience in the insurance industry
Additional
Work from office environment
401K 3% match
Medical/Dental/Vision 100% paid by employer
Office Culture: Family friendly, office participates in civic charities, provides quarterly fun days
Location Charleston South Carolina