BI Sr. Account Manager

BI Sr. AM Job Description:

BI Sr. AM Duties:

As a Business Insurance Sr. Account Manager you will:

• Partner effectively with the Producer by anticipating their sales support needs
• Collaborate with the Producer to accomplish overall production, retention, and growth goals
• Handle all account management responsibilities including billing, policy changes, agency management system updates and answer coverage questions
• Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals
• Timely and accurate management of the full life cycle renewal process partnership and handling of cancellations.
• Maintain proper level of communication and builds effective relationships with clients and carriers to drive retention.
• Resolve accounting discrepancies as appropriate.
• Assist with policy-checking and keep up to date on rates, forms, and coverage changes.
• Executes activities relating to the public, clients and carriers to avoid and eliminate issues involving potential errors and omissions.

Property & Casualty Commercial Lines Sr Account Manager Requirements:

We???d love to meet you if your professional track record includes these skills:

• 7+ years insurance experience in an agency or brokerage environment focusing on middle market clients
• 5+ years demonstrated knowledge of Property & Casualty Insurance
• High School Diploma required and Bachelor???s Degree in related field or equivalent work experience is preferred, designations encouraged
• Effective negotiation skills and placement process management expertise
• Property & Casualty License
• Extensive knowledge of how insurance products are utilized and administered. Extensive knowledge of markets and marketing techniques.
• Proficiency with agency management software (Sagitta, Image Right)
• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability