Insurance Senior Account Manager - Commercial Lines

Full-time - Mid Level

Hybrid - Charleston, SC

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The Commercial P&C Account Manager is responsible for aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by the agency. The duties and responsibilities of this position are to support the goals, mission and needs of the Agency. Primarily, this entails providing the producer/risk advisor with the necessary service support to aid them in obtaining new clients and retaining existing ones. 3 or more years' previous experience in a Commercial Lines Account Manager position are needed to be successful in this role.

Responsibilities

• Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and requests invoices from accounting department
• Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs
• Prepares proposals in coordination with producer(s)
• Submits applications to eligible and appropriate carriers in coordination with Marketing department and Producer
• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies
• Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy
• Prepares summaries of insurance, schedules and proposals as needed for account review
• Remarkets certain renewals, contacts clients, creates renewal proposals and handles other renewal activities in coordination with the producer(s)
• Reviews contracts and insurance requirements to determine if insured's coverage is sufficient or if additional coverage needs to be quoted
• Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
• Maintains and updates electronic and client activity files
• Verifies policy and policy change information, facilitating corrections when necessary
• Processes incoming mail requests, responding promptly and appropriately
• Uses agency credit and collection policy in invoicing and pursuing prompt payments
• Coordinate COI issuance
• Attends meetings with Clients at their location as necessary

Requirements

• Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years
• Must have an active P&C License (If in Florida, a 2-20)
• Full knowledge of insurance products and usage
• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists
• Full knowledge of insurance markets and reference to markets
• Ability to carry out complex tasks with concrete and abstract variables
• Excellent computer skills needed and must understand functionality

Nice-to-haves

• Experience with Applied Systems Epic agency management system

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away