Commercial Lines Account Manager

1 month ago

New York City, United States Atlantic Group Full time
The primary function of this position is to provide quality service to clients.
The Account Manager will be the day-to-day liaison between the insurance company, agent, and their clients.
Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding of policies.
Job Duties:
o Build and maintain relationships with clients.
o Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
o Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
o Maintain client files in Epic and use Epic for processing all transactions.
o Process daily incoming mail, and phone requests, responding promptly and appropriately.
o Handle cancellations with care, and acts to save accounts (if applicable) and notifies producer.
o Assist with preparing proposals and applications, submit to insured's and carriers (or marketing department); follow up to insure timely responses.
o Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.
) to help clients.
o Assist clients in making appropriate coverage changes; inform and educate clients about coverage's, exclusions, exposures, and audits and document electronic file accordingly.
o Renew and re-market accounts as needed in conjunction with agency standards.
o Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
o Occasionally accompanies producer on prospect or client meetings.
o Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
Position Requirements:
o 5 or more years experience as a Commercial Lines Account Manager, and currently hold a P&C licenseo Understanding of commercial insurance underwriting, coverage & rate analysis.
o Knowledge of insurance coverage's and an ability to communicate this clearly to clients and underwriters Recommended Skills Auditing Automation Problem Solving Technical Support Underwriting Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.

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