Account Manager responsible for policy maintenance and client services in commercial lines. Collaborating with team and ensuring exceptional client relationships across multiple states and accounts.
Responsibilities
Have a primary responsibility for policy maintenance and service of an assigned portion of accounts.
Maintain a high level of client retention by managing the day-to-day service needs of clients.
Market and service accounts in accordance with the platform objectives and procedures.
Establish and maintain a strong relationship and assist client advisors in making decisions on account updates and coverage for accounts.
Collaborate with client advisors to review exposures and insurance programs for assigned clients.
Provide day-to-day service and anticipate customer’s needs.
Handle initial report of claims and follow up to ensure proper claim progression.
Monitor carrier activities to ensure they fulfill their responsibilities to the customer.
Complete account reviews and attempt to round-out each customer’s insurance portfolio.
Provide timely, professional, accurate communication to client, team, and carrier representatives.
Coach and mentor junior members of the commercial lines.
Requirements
Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
Must have a high level of understanding accounting or strong math skills.
High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
Demonstrated attention to detail, producing outcomes with minimal errors.
Ability to adapt well to change in direction and priority in a fast-paced environment.
Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
Knowledge of Agency Management Systems; Applied Epic a plus.
Able to function independently and as part of a team.
Complies with continuing education requirements for agent licensing as well as professional designations.
Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
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