Account Manager, Commercial Lines
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Job Description
Account Manager managing day-to-day account and claims processes for clients. Collaborating with team members and ensuring client needs are met effectively in the brokerage sector.
Responsibilities:
- Plays a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services
- Reviews applications, renewal requests to determine marketing strategy
- Markets to carriers and negotiates rates and terms
- Prepares quotes and proposals
- Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
- Binds policies
- Assists with audits, as necessary
- Coordinates premium financing, as necessary
- Collaborates/assists the Producer with client meetings, strategy sessions
- May oversee and direct more junior-level team members
Requirements:
- 3 years of related commercial insurance experience within a brokerage environment
- 3+ years' experience working with Middle Market accounts
- HS diploma or GED
- Holds an insurance license in good standing
- Computer proficient with MSOS, Outlook, agency management systems (Epic preferred)
- Required “soft skills”: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail
Benefits:
- PPOs
- HMO
- HSA
- FSA
- vision coverage
- dental coverage
- pet insurance
- paid time off
- generous 401k plan
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