Commercial Account Manager

3 months ago


Tallahassee, United States The Brinkman Group Full time
Job DescriptionJob Description

Large Commercial Account Manager


Work Schedule: Remote, for Florida residents


Job Description:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention


Essential Functions:

  • Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
  • Direct pro-active communication with clients
  • Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
  • Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
  • Provide direction and oversight to Technical Assistants working on behalf of assigned clients
  • Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
  • Coordinate change requests and modify policies as appropriate or as requested
  • Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
  • Record, report and service assigned clients claims and losses, or refer clients to Claims department
  • Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.
  • Follow company procedures regarding the documentation and maintenance of account information in EPIC system
  • Be familiar with and follow Agency E&O guidelines
  • Report any omissions regarding coverage on policies to the Branch Manager
  • Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
  • Any other duties as assigned


Education/Experience:

  • Large Florida Property experience is a must
  • 3 to 5 years of commercial lines insurance experience
  • Active 2-20 Property & Casualty Insurance License
  • EPIC experience a plus




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