Commercial Account Manager

This position supports the Producer on specified accounts and may provide relevant insurance advice to new and existing clients. As an agency representative, the Account Manager must maintain a positive, professional image and exemplify the agency’s standards for client service. The Account Manager must understand the firm's range of products and services and strive to develop long-term relationships with clients and insurance company underwriters. The position is responsible for interacting directly with clients and providing ongoing support and service to clients. The duties of this position include the exercise of discretion and independent judgment and authority concerning performing work that affects business operations to a substantial degree, including but not limited to the binding and interpretation of insurance coverages. Works under the direction of the Producer, servicing assigned clients. Minimum Qualifications Must have and maintain a current Property & Casualty Insurance license in the state they reside. Bachelor’s degree and 3 or more years related experience; or High School Diploma/GED and 5 or more years of related experience Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Ability to navigate various carrier websites to retrieve items for processing or customer inquiries. Working knowledge of CSR24 Preferred Qualification Previous experience working in EPIC Habitational Insurance experience, regardless of the specialty, is desirable Habitational Insurance experience with extensive property schedules is highly desirable Additional Knowledge Skills and Abilities Ability to be highly organized yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures. Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment. Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment. Examples of Essential Job Duties Develops relationships with clients and prospects, partnering with Producer(s) to service and retain assigned client accounts Assists Producer(s) in identifying and recommending appropriate coverages to clients and prospects to comfortably solicit increases in coverage or rounding out accounts at every service contact. Assist Producer(s) in coordinating with marketing during the marketing and quotation process, creating Summaries of Insurance and Proposals of Insurance Educate clients and prospects on coverages, important exclusions, and other documentation requirements. Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, and similar documents for accuracy and communicate changes successfully to the carrier. Confirm all coverage is bound Issue binder or obtain binders from wholesalers on behalf of customers as needed. Incorporate the capabilities of the Agency management system into the daily workflow Assists with clients’ access & utilization of the Client Portal Performs timely and accurate invoicing per agency policy and procedure Other duties as assigned.