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Commercial Account Manager

4 months ago

Santa Rosa, United States Professional Employment Services Full time

GENERAL DESCRIPTION

Responsible for the day-to-day account management of routine to moderate complexity commercial lines accounts. Secures renewal for existing business, provides internal support to producers as they pursue new business opportunities and round out existing book of business.


MAJOR RESPONSIBILITIES

  • Manage the day-to-day account issues for clients
  • Manage an assigned book of business of $750,000 in revenue or less
  • Market accounts by completing applications, submitting to eligible and appropriate carriers; follow up to ensure timely receipt of quotations and policies
  • Prepare summaries of insurance, schedules and proposals for word processing
  • Prepare premium allocations for clients as needed
  • Order and issue policies, verify them for accuracy and deliver to clients
  • Process renewals in coordination with Producer; occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations
  • Prepare coverage recommendations for client approval
  • Frequently accompany Producer on client meetings
  • Support producer(s) to maintain current book of business and new business placement
  • Is the primary contact for the client on majority of issues


PERSONAL & PROFESSIONAL DEVELOPMENTS


  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts
  • Remains informed regarding industry information, new product information, legislation, coverages and technology
  • Must have experience in an insurance brokerage/agency a minimum of 7+ years and a Property & Casualty license.