Commercial & Personal Lines Account Manager

1 month ago

Clifton Park NY, United States GTM Payroll Services Inc Full time

The primary function of this role is to provide and ensure quality service to clients. The Commercial/Personal Lines Account Manager will be the liaison between insurance companies and GTM's clients. Client service includes addressing coverage issues, handling all internal service work of the client's account including all endorsement activity, routine coverage questions, renewals, checking and binding policies.
Inform and educate clients about coverage, exclusions and exposures, documenting files accordingly.
Handle cancellations and take proactive steps to safe accounts, if possible.
Prepare proposals and applications and submit to carrier's; inform and educate clients about coverages, exclusions, exposures, and audits and document in client's file.
Market, renew and re-market policies for new or existing accounts as needed in conjunction with agency standards.
Accurately and consistently maintain client files, document conversations, send confirmations to clients and adhere to all automation procedures.
Order and issue binders, certificates, policies, endorsements and verify accuracy before forwarding to client with appropriate correspondence.
Review policy audits for accuracy and facilitate corrections, as needed, between client and carrier.
Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Understanding of commercial and personal insurance underwriting, coverage & rate analysis.
Ability to organize, prioritize and self-manage workload.
Strong computer skills in Microsoft Office. Demonstrated ability to function effectively as part of a team in a sales environment.
2 or more years as an Insurance Account Manager
~ Associates degree in business or related field

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