Commercial Lines Account Manager

2 weeks ago


Lexington, United States McGriff Full time

JOB DESCRIPTION SUMMARY

Primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts.



ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Build and maintain key client and carrier relationships by phone, email and in person.
  • Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
  • Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
  • Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
  • Continually seek cross-sell opportunities and suggest new lines of coverage.
  • Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
  • Lead the marketing of accounts of smaller, less complex accounts.
  • Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
  • Manage the implementation process; prepare and deliver all applicable forms to client.
  • Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
  • Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
  • Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
  • Mentor team members.
  • Other duties and responsibilities as requested by management.


QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree or equivalent education and related training
  • Five years of relevant insurance industry experience
  • Appropriate insurance license - Property & Casualty
  • Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
  • Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
  • Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
  • Ability to travel, occasionally overnight


Preferred Qualifications:

  • Advanced degree
  • Certification in field of endeavor
  • Experience with Requests for Proposal

  • Commercial Lines Account Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Lexington, United States McGriff Full time

    JOB DESCRIPTION SUMMARYPrimarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provides exceptional...


  • Lexington, United States Houchens Insurance Group Full time

    Job Type Full-time Description Do you want to take control of your financial future? Join our dynamic team as a Property and Casualty Insurance Producer, where your expertise will drive success in our thriving agency. What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and...

  • Account Manager

    6 days ago


    Lexington, United States CareerBuilder Full time

    Job Description Job Description Salary: $20.85 - $31.28 Mutual Assurance has been in operation for 230 years and is the oldest corporation still operating in the Commonwealth of Virginia and the 7th oldest property & casualty insurance company in the world. Our signature Perpetual Policy is known throughout the Commonwealth and we also provide personal and...

  • Account Manager

    1 week ago


    Lexington, United States Mutual Assurance Society of VA Full time

    Job DescriptionJob DescriptionSalary: $20.85 - $31.28Mutual Assurance has been in operation for 230 years and is the oldest corporation still operating in the Commonwealth of Virginia and the 7th oldest property & casualty insurance company in the world. Our signature Perpetual Policy is known throughout the Commonwealth and we also provide personal and...

  • Service Line Manager OR/UKHC

    Found in: beBee S US - 1 week ago


    Lexington, United States University of Kentucky Full time

    Posting DetailsPosting Details Job Title Service Line Manager OR/UKHC Requisition Number NR12105 Working Title Perioperative Svc Service Line Manager Orthopedics Department Name H3320:Perioperative Services Work Location Lexington, KY Grade Level 12 Salary Range $30.00-53.67/hour Type of Position Staff Position Time Status Full-Time Required...

  • Service Line Manager OR/UKHC

    Found in: beBee S US - 5 days ago


    Lexington, United States University of Kentucky Full time

    Posting DetailsPosting Details Job Title Service Line Manager OR/UKHC Requisition Number NR12588 Working Title Perioperative Svc Service Line Manager Neuro Surgery Department Name H3320:Perioperative Services Work Location Lexington, KY Grade Level 12 Salary Range $30.00-53.67/hour Type of Position Staff Position Time Status Full-Time Required...

  • Service Line Manager OR/UKHC

    Found in: beBee S US - 1 week ago


    Lexington, United States University of Kentucky Full time

    Job TitleService Line Manager OR/UKHCRequisition NumberNR12105Working TitlePerioperative Svc Service Line Manager OrthopedicsDepartment NameH3320:Perioperative ServicesWork LocationLexington, KYGrade Level12Salary Range$30.00-53.67/hourType of PositionStaffPosition Time Status Full-TimeRequired EducationBSNRequired Related Experience2 yrsRequired...

  • Account Manager

    1 week ago


    Lexington, United States Big I South Carolina Full time

    The Account Manager at Perry Insurance Group is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.Benefits/Perks:Competitive PayBenefits (Health Insurance, 401K, Vacation time)Professional DevelopmentJob Stability in a growing industryResponsibilitiesIdentify, qualify,...


  • Lexington, United States DNB Electric Inc Full time

    Job DescriptionJob DescriptionSalary: Are you a talented and experienced Commercial Electrician looking for a rewarding career opportunity? Look no further! DNB Electric, Inc., a well-established electrical contracting company serving the Midlands, SC area, is seeking a skilled and motivated Commercial Electrician to join our dedicated team.Position:...


  • Lexington, United States City Wide Facility Solutions Full time

    Territory will cover greater Lexington. The Account Compliance Manager (ACM) is responsible for the quality control of general business operations, increasing client satisfaction, and working productively with Independent Contractors (IC). The ACM must be able to work independently and with others, in any type of facility including but not limited to;...


  • Lexington, United States City Wide Facility Solutions Full time

    Job DescriptionJob DescriptionTerritory will cover greater Lexington.The Account Compliance Manager (ACM) is responsible for the quality control of general business operations, increasing client satisfaction, and working productively with Independent Contractors (IC). The ACM must be able to work independently and with others, in any type of facility...

  • Account Manager

    1 week ago


    Lexington, United States W.W. Grainger Full time

    Work Location Type: Onsite As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working by serving more than 4.5 million customers worldwide with products delivered through i Account Manager, Manager, Accounting, Retail

  • Account Manager

    3 days ago


    Lexington, United States SP Associates Full time

    OverviewCompany is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and beverage, and pool and spa water markets. The company has 71 manufacturing facilities strategically located around the globe and employs a team of over 15,400...

  • Accounting Manager II

    22 hours ago


    Lexington, United States Neogen Full time

    Come Be Part of a Mission that Matters! Come join a growing organization! Neogen is looking to hire an Accounting Manager at our Lexington location. Duties and Responsibilities include: * Supervises Senior Accountant and General Accountant ACCOUNTING: * The preparation of monthly financial statements.* Reconciling sub-ledger to general ledger account...


  • Lexington, United States Arete Connections Full time

    Job DescriptionJob DescriptionOur team at Arete Connections works closely with charitable and not-for-profit organizations to increase awareness and provide crucial support for their initiatives. By engaging community members through a personalized and face-to-face environment, our team is able to create genuine connections that provide our clients with...


  • Lexington, United States Community Trust Bank Full time

    DescriptionJOB RESPONSIBILITIES Prepare all types of commercial loan documentation, including SBA Loans necessary for loan closings. Prepare Letters of Credit. Handle post-closing work such as preparing loans for set-up, recording documents, order final title opinions, etc. Train and/or provide task direction to junior commercial loan officer assistants...


  • Lexington, United States First Community Bank of South Carolina Full time

    Responsible for preparing loan packages based on receipt of loan worksheets and commitment letters from commercial bankers and retail bankers. Preparation includes accurately completing loan documentation, ordering and reviewing title work, verifying insurance coverage, ordering and/or completing additional external documents (e.g., flood, appraisal, Census...

  • Commercial Loan Closer

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Lexington, United States First Community Bank of South Carolina Full time

    Responsible for preparing loan packages based on receipt of loan worksheets and commitment letters from commercial bankers and retail bankers. Preparation includes accurately completing loan documentation, ordering and reviewing title work, verifying insurance coverage, ordering and/or completing additional external documents (e.g., flood, appraisal, Census...

  • Commercial Loan Closer

    Found in: Appcast US C2 - 2 weeks ago


    Lexington, United States First Community Bank of South Carolina Full time

    Responsible for preparing loan packages based on receipt of loan worksheets and commitment letters from commercial bankers and retail bankers. Preparation includes accurately completing loan documentation, ordering and reviewing title work, verifying insurance coverage, ordering and/or completing additional external documents (e.g., flood, appraisal, Census...

  • Account Manager

    1 week ago


    Lexington, United States CareerBuilder Full time

    NNE Marketing is a direct marketing fundraising agency seeking an Account Manager (6-10 years of experience) to join our client services team and be responsible for the development of our non-profit clients strategy and the creation and implementation of campaigns for our non-profit clients. Must demonstrate a solid knowledge of CRM, Digital, Data, and...