Tuesday, February 11, 2014

Commercial Lines Account Manager-Western Slope, CO

Our client is a well-respected regional insurance brokerage on the western slope looking to add a commercial lines account manager to their existing sales staff. This is a fantastic opportunity to join a team of tenured professionals who have an immediate need. The ideal candidate will have some experience working with construction accounts and able to assimilate quickly into a new environment without any training or learning curve.

Commercial Lines Account Manager Responsibilities:
  • Prepare new client submissions in accordance with internal marketing standards for submission to carriers.
  • Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.
  • Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules, etc.
  • Review company audits for accuracy, invoice and follow up on additional premiums as required.
  • Prepare renewal marketing submissions in accordance with internal renewal timelines.
  • Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
  • Assist in the cross-sell and rounding out of accounts.

Commercial Lines Account Manager Requirements:
  • Bachelor’s degree or equivalent experience preferred.
  • State Property & Casualty license required.
  • 3-5 years of account management experience, preferably in a retail agency setting.
  • Experience working in the construction niche a plus.

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