Account Manager - Commercial Lines
- Career Level
- Experienced (Non-Manager)
Our client is seeking a Commercial Insurance Account Manager to join us in our commercial lines department. This individual must have a minimum of three years’ experience servicing and managing commercial lines accounts. AMS or Nexsure experience preferred.
Assists clients in making appropriate coverage changes (low limits, missing coverages and other account deficiencies), makes each contact a marketing opportunity.
Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly.
Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy.
Provides technical support to Account Executives (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency's business goals.
Checks all carrier/broker produced documents for accuracy. Communicates with and secures corrections from all carriers/brokers on incorrect items in a timely manner.
Follows-up on delayed new, renewal and change declarations from carriers/brokers.
Prepares proposals and applications, submits them to insureds and carriers, obtains clients' signatures on all apps, and follows up to ensure timely responses, all in conjunction with our Account Executive.
Prepares summaries of insurance schedules and proposals for account review.
Invoices transactions that are received by carriers and brokers.
Responds to clients' needs by producing binders, certificates, policies that are not marketed, providing assistance with claims and other related items accurately and on time.
Coordinates all downloaded activity from carriers and handles invoicing per agency guidelines for downloaded transactions.
Maintains electronic files accurately and consistently. Processes incoming mail requests accurately and swiftly.
Handles interactive interface with all carriers.
Verifies accuracy of all cancellations, taking corrective action when necessary; uses agency credit and collection policies on all transactions; reviews walk-in payments.
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