Commercial Lines Account Manager
2 weeks ago
Harrison Gray has partnered with a full service, independent agency to find their next Commercial Lines Account Manager. Our client leverages over 60 years of service to the Greater Grand Rapids area as the Single Source Solution for all insurance needs. Our client offers competitive pay and benefits as well as a hybrid work schedule.
This position will have the primary responsibility for policy maintenance and service of an assigned portion of accounts. The individual is expected to provide prompt, accurate, and courteous service to those clients.
- Manage emails, mail, voicemail, agency management activities and self-audit reports.
- Explore all opportunities for exemplary service, working to maximize client/account retention by managing renewals, negotiating best terms and pricing, marketing where needed, clarifying coverage, demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or mid-term client review, explore opportunities for risk management, attend in-person client visits and presentations as able.
- Receive, review, and document all client and carrier correspondence in our agency management system delegating to team members as appropriate.
- Ensure proper coding of agency commission, risk advisor commission, agency/branch/department structure and service team. Transact agency bill items unless delegated, review and act on all account receivable items and bill/payment discrepancies.
- Promote and maintain good relationships with clients and carriers.
- Provide back-up coverage for department team members.
- Assist in the training of other employees as requested.
- Comply with agency standards, policies, and procedures.
- Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others.
Requirements
- Possess and maintain active P & C License(s).
- Individuals should have a working knowledge of commercial insurance with 2+ years of experience.
Technology Skills:
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams).
- Knowledge of Agency Management Systems; Applied Epic a plus.
Other Qualifications:
- Must have a high level of understanding accounting or strong math skills.
- Must be organized, detail oriented, able to multitask and be efficient with excellent verbal and written communications skills.
- Must also have the ability to effectively work with others.
- Must have a high level of problem-solving skills.
- Ability to maintain a professional demeanor and positive attitude.
Benefits:
- Dental
- Vision
- Disability (Long & Short Term)
- Flexible Spending Accounts
- Voluntary Worksite Products
- Group Life
- Long Term Care
- Medicare Supplement
- Travel
- Compliance Review
Hybrid Work Schedule:
- 3 days in office & 2 days remote after training period
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