Hybrid Commercial Account Manager

Posted last month

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About the role

  • Coordination of projects across Enterprise
  • Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.
  • Consulting with clients and prospects regarding their total cost of risk
  • Provide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentations
  • Cross-sell identification and coordination
  • Responsible for client retention, with goals to be set annually
  • Oversee renewal timeline
  • Work closely with market underwriters on review and negotiation of quotes, including coverage, pricing and commissions
  • Review and proof of proposals
  • Coordinate client onboarding
  • Assist CSRs on service-related tasks occasionally
  • Identify and leverage all marketing resources to include direct carrier appointments, wholesalers/brokers and Acrisure resources
  • Identify, develop, and execute best practices with operational processes and procedures, including implementation and training
  • Assist in divisional/departmental/agency growth by fostering relationships with prospects, carriers and internal sources
  • Monitor weekly/ monthly renewal reports in order to assure completion and compliance with agency standards
  • Attend all carrier & team meetings
  • Perform other duties as required and or assigned

Requirements

  • Excellent project management and time management skills
  • Ability to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runs
  • Ability to effectively communicate in both verbal and written formats with external and internal people and groups
  • Knowledge of business English, to include proper spelling, grammar, and punctuation
  • Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels
  • Ability to follow instructions in verbal and written format
  • Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
  • Excellent skills in reliability, initiative, and stress tolerance
  • Ability to perform in a professional appearance and manner
  • Competent and proficient understanding of the Microsoft Office suite
  • General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.
  • Property and Casualty license required
  • 5+ Years of experience in Property & Casualty Insurance in an agency setting
  • High School diploma or equivalent

Benefits

  • Competitive compensation
  • Flexible vacation policy, paid holidays, and paid sick time
  • Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
  • Company-paid Short-Term and Long-Term Disability Insurance
  • Company-paid Group Life insurance
  • Company-paid Employee Assistance Program (EAP) and Calm App subscription
  • Employee-paid Pet Insurance and optional supplemental insurance coverage
  • Vested 401(k) with company match and financial wellness programs
  • Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
  • Paid maternity leave, paid paternity leave, and fertility benefits
  • Career growth and learning opportunities
  • … and so much more!

Job title

Commercial Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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