Commercial Insurance Account Manager

3 weeks ago

Bethesda, United States B.F. Saul Insurance Full time

POSITION SUMMARY:

The Account Manager is responsible for servicing a designated book of business of client relationships for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).​ The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. An understanding of the insurance market along with building and maintaining strong relationships with our insurer partners is essential.


DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:

  • Responsible for servicing a designated book of business/clients as relating to marketing, claims, and administration; follow all service protocols for the department Support Producers with onboarding of new clients and retaining existing clients.
  • Assess the risk management needs of prospects and clients and will market new and renewal accounts.
  • An understanding of the marketplace along with building and maintaining strong relationships with our insurer partners is essential.
  • Compliance with B. F. Saul Insurance policies and procedures manual; support quality assurance process


SPECIFIC TASKS:

  • Utilize system capability (AMS) and properly to maintain complete and accurate data and documents
  • Recommend potential enhancements to processes and/or current policies
  • Recommend coverage and/or policies we do not currently handle
  • Monitor status on open claims and communicate with the client during the claim process; escalate claim as appropriate to ensure client satisfaction
  • Assist team in developing service timelines
  • Develop renewal strategy material and coordinate with document design as appropriate
  • Request renewal information from the client and compare against expiring
  • Select insurers for underwriting submission; negotiate and follow up on quotes and do initial ; coverage analysis; develop renewal coverage specifications
  • Develop/present renewal proposal to client in coordination with Account Executive or Producer
  • Bind and invoice programs with insurers; review and submit to client
  • Facilitate premium financing
  • Follow up on policy/endorsement issuance and check policies, endorsements, and audits for accuracy prior to client delivery
  • Complete Surplus Lines filing, if applicable
  • Issue Certificate of Insurance
  • Assist with premium payment, including client and insurer follow-ups
  • Participate and execute specific projects or additional job duties as assigned
  • Prepare claim reporting manuals or other similar documents at the direction of an Account Executive or Claims Advocate
  • Maintain privileged and confidential information


JOB REQUIREMENTS (SKILLS/ABILITIES):

  • Work really hard – let’s not confuse effort with results
  • Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
  • Be growth oriented – want to be part of a growing business
  • Impact the business – deliver unexpected client results; take personal accountability
  • Intellectual curiosity – willingness to learn
  • Initiative – find practical solutions for our clients
  • Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
  • Operates with uncertainty – open to new experiences as a means of self-improvement
  • Teamwork – work well with others, proactively share information with colleagues
  • Professional manner – high standard of performance and integrity
  • Think strategically – make thoughtful decisions
  • Communication – listens well; concise and articulate in speech and writing


REQUIREMENTS:

  • 3+ years of relevant insurance industry experience
  • Bachelor’s Degree is required
  • Appropriate state licensing required
  • Insurance industry designations are preferred
  • Intermediate to advanced level of experience with Excel and PowerPoint

  • Commercial Insurance Associate

    3 weeks ago

    Bethesda, United States B.F. Saul Insurance Full time

    POSITION SUMMARY:The Commercial Insurance Associate is responsible for conducting client research, supporting the pre and post-renewal process, and preparing client deliverables for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the...

  • Commercial Insurance Associate

    3 weeks ago

    Bethesda, United States B.F. Saul Insurance Full time

    POSITION SUMMARY:The Commercial Insurance Associate is responsible for conducting client research, supporting the pre and post-renewal process, and preparing client deliverables for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the...

  • Commercial Insurance Associate

    3 weeks ago

    Bethesda, United States B.F. Saul Insurance Full time

    POSITION SUMMARY:The Commercial Insurance Associate is responsible for conducting client research, supporting the pre and post-renewal process, and preparing client deliverables for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the...

  • Commercial Insurance Associate

    1 month ago

    Bethesda, Maryland, United States B. F. Saul Company Full time

    B.F. Saul Insurance (BFSI) is a boutique advisory firm providing proactive, smart, and highly responsive insurance and claims advocacy services throughout the United States. With community roots in the Washington DC metropolitan area spanning over 100 years, we help businesses and non-profits as well as families and individuals with complex needs protect...

  • Insurance Sales Producer

    3 weeks ago

    Bethesda, United States B.F. Saul Insurance Full time

    The Insurance Sales Producer is responsible for initiating new business opportunities and leading client relationships.Insurance Sales Producer Duties & Responsibilities:Responsible for leading all aspects of client service delivery and business development; work closely with the staff and other producers.Team leadership – assist the team with developing...

  • Insurance Sales Producer

    5 days ago

    Bethesda, United States B.F. Saul Insurance Full time

    The Insurance Sales Producer is responsible for initiating new business opportunities and leading client relationships.Insurance Sales Producer Duties & Responsibilities:Responsible for leading all aspects of client service delivery and business development; work closely with the staff and other producers.Team leadership – assist the team with developing...

  • Vice President of Operations

    3 weeks ago

    Bethesda, United States Houghton Search Group, Inc Full time

    Vice President of Operations - InsuranceWe are currently seeking a P&C professional with commercial lines, personal lines, or a life insurance background to take on the role of Vice President of Operations for a well-known Top 20 WDC regional insurance broker. The successful candidate will be responsible for integrating all organizational functions across...

  • Vice President of Operations

    3 weeks ago

    Bethesda, United States Houghton Search Group, Inc Full time

    Vice President of Operations - InsuranceWe are currently seeking a P&C professional with commercial lines, personal lines, or a life insurance background to take on the role of Vice President of Operations for a well-known Top 20 WDC regional insurance broker. The successful candidate will be responsible for integrating all organizational functions across...

  • Vice President of Operations

    5 days ago

    Bethesda, United States Houghton Search Group, Inc Full time

    Vice President of Operations - InsuranceWe are currently seeking a P&C professional with commercial lines, personal lines, or a life insurance background to take on the role of Vice President of Operations for a well-known Top 20 WDC regional insurance broker. The successful candidate will be responsible for integrating all organizational functions across...

  • Sr. Manager-International Insurance

    1 month ago

    Bethesda, Maryland, United States Marriott International Full time

    Job Description JOB SUMMARY As a member of the Global Insurance team, the Sr. Manager, International Insurance manages critical elements of Marriott's insurance programs in servicing the CALA continent, as well as providing general insurance support to the Asia Pacific and EMEA continents. Work includes the contract review and the negotiation of operational...

  • Sr Account Manager

    2 weeks ago

    Bethesda, United States Club Capital LLC Full time

    Club Capital Club Capital LLC is a rapidly growing Accounting, Tax, and CFO Services firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, self-service payroll, bookkeeping, industry analytics, and benchmarking services. Operating through the cloud...

  • Accounting Manager

    4 weeks ago

    Bethesda, United States latitude Full time

    We are seeking a highly skilled and experienced Accounting Manager to oversee our accounting and auditing functions. The Accounting Manager will be responsible for managing the company's financial reporting, internal controls, and audits. Responsibilities: Manage the financial reporting process and ensure compliance with accounting standards and regulations...

  • Accounting Manager

    4 weeks ago

    Bethesda, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking a highly skilled and experienced Accounting Manager to oversee our accounting and auditing functions. The Accounting Manager will be responsible for managing the company's financial reporting, internal controls, and audits.Responsibilities:Manage the financial reporting process and ensure compliance with...

  • Finance / Accounting Manager

    3 weeks ago

    Bethesda, United States Congressional Country Club Full time

    Do you believe that every person and function in the accounting department can make a difference in a business, supporting the team and delivering great hospitality?Do you naturally build relationships and collaborate with others to ensure their success and understand their needs?Are you someone who is known for building reliable systems that support the...

  • Finance / Accounting Manager

    4 weeks ago

    Bethesda, United States Congressional Country Club Full time

    Job DescriptionJob DescriptionDo you believe that every person and function in the accounting department can make a difference in a business, supporting the team and delivering great hospitality?Do you naturally build relationships and collaborate with others to ensure their success and understand their needs?Are you someone who is known for building...

  • Commercial Credit Officer

    1 week ago

    North Bethesda, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Customer Service Representative MD Accounts

    2 days ago

    Bethesda, United States Datawatch Systems Full time

    Overview: The Customer Service Representative (CSR) works as a single point of contact for our existing client base. The CSR primary responsibility is to act as a liaison between the client and the internal Datawatch departments to ensure a high level of customer satisfaction. The CSR's primary responsibility is account management for Maryland customers. ...

  • Property Accountant II

    12 hours ago

    Bethesda, United States Donohoe Companies Inc., The Full time

    Overview: Who We Are Established in 1990, Donohoe Real Estate Services grew out of a desire to provide expanded lines of business services to a growing number of clients and to stand out in a crowded field of real estate firms by being completely client-centric. Today known as Donohoe Commercial Real Estate (DCRE), the division continues to build upon its...

  • Property Accountant II

    4 weeks ago

    Bethesda, United States Donohoe Companies Inc., The Full time

    Overview: Who We Are Established in 1990, Donohoe Real Estate Services grew out of a desire to provide expanded lines of business services to a growing number of clients and to stand out in a crowded field of real estate firms by being completely client-centric. Today known as Donohoe Commercial Real Estate (DCRE), the division continues to build upon its...

  • Extended Stay Account Manager

    1 day ago

    Bethesda, United States Bethesda Marriott Full time

    Job Number 24083043Job Category Sales & MarketingLocation Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? YRelocation? NPosition Type ManagementJob SummaryThis primary function of the Extended Stay Account Manager (ESAM) is to provide dedicated proactive account management...