Our client is a reputable independent agency with a strong commercial insurance platform. Large account retention is extremely important to the vitality of the organization. This position, Commercial Insurance Account Manager, will assume responsibility for an established book of middle market accounts with a mixture of regional accounts with large property, general liability and coastal exposures. In this role you will serve as a technical resource alongside experienced producers. Your involvement in furthering the agency’s relationship with the insured is critical.
Commercial Lines Account Manager Responsibilities
- You’ll assist the sales executive in marketing and servicing a large book of business.
- Responsibilities include creating submissions, analyzing loss information and generating premium rates and audits.
- You’ll be the primary client service contact and assist with endorsement requests, insurance proposals, and other policy related issues in a timely manner.
- Participate in all aspects of the renewal process- analyzing current coverage, changes in exposure, claims history, billing, marketing strategy, RFPs and designing proposal presentations.
Commercial Lines Account Manager Requirements
- At least three (3) years of experience in property and casualty insurance; work in a similar client service role or in a commercial underwriting position will be considered.
- You must have experience working with property based accounts as well as other major coverage lines like general liability, commercial auto, work comp and excess/umbrella; familiarity with Acord apps, renewal markets and pricing negotiations.
- Active state insurance license.
- Strong oral and written communication; working knowledge of Microsoft and agency management systems like TAM and Applied; experience with paperless office systems is helpful.
For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.
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