Commercial Account Manager

James A Scott & Son - Charlotte, NC

Full-time - Entry Level

Charlotte, NC

Insurance Carriers and Related Activities

About the position

The Commercial Account Manager at Scott Insurance plays a crucial role in supporting the Producer with the management and processing of commercial business. This position is integral to ensuring that clients receive tailored insurance solutions and exceptional service, reflecting the company's commitment to innovation and client satisfaction.

Responsibilities

• Managing accounts in accordance with agency standards and workflows.
• Binding and issuing policies, endorsements, and audits.
• Preparing Premium/Loss Analysis and Modification Analysis.
• Determining appropriate marketing strategy for placement of business.
• Processing new business/renewal applications, endorsements, certificates, cancellations, audits, check policies, and preparing proposals.
• Preparing binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested.
• Ensuring items are delivered and/or mailed to clients.
• Initiating correspondence with companies and clients.
• Maintaining expiration control log.
• Reviewing and interpreting coverage for new and renewal policies per guidelines, endorsements, and handling audits for accuracy in rating, typing coverage, and signatures.
• Responding to client questions regarding insurance coverage and exposures.
• Establishing strong working relationships with clients, underwriters, and carriers.
• Researching for unique coverage situations and new coverages in the industry.
• Performing other duties as assigned.

Requirements

• Four year college degree or equivalent combination of education and work experience.
• Property & Casualty license or the ability to obtain within 90 days is required.
• CISR and/or CIC designations preferred.
• Proficient in Excel, Word, and PowerPoint.
• Outstanding written and verbal communication skills.
• Superior organizational skills, ability to handle multiple tasks and effectively prioritize.
• Excellent relationship building skills.
• Strong math and analytical skills.
• Exceptional time management skills.

Benefits

• Strong team-centric culture
• Excellent benefits and retirement programs
• Employee ownership opportunities