Commercial Lines Account Manger

4 weeks ago

Grand Rapids, United States Harrison Gray Search & Consulting Full time
Job DescriptionJob Description

Harrison Gray Search has partnered with an established and growing insurance agency that is a leading-edge innovator. They have been around for nearly 100 years and have multiple locations in MI. Our client is seeking a Commercial Lines Account Manager for their Grand Rapids, MI office location.



This positions primary responsibility is to provide superior customer service to our clients, have a high impact on the retention of core business, and directly affect client satisfaction and retention of business.



Qualifications:


  • Educated, skilled, and capable of building, cultivating, and managing client, internal team, and carrier relationships.
  • A-Z servicing, account rounding, marketing, and managing the renewal process on their book of business.
  • Negotiating renewals, processing audits, endorsements, cancellations, completing proposals, processing policies, handling claims, and all related invoicing.
  • Experienced in commercial lines, including but not limited to surplus lines, property, umbrella and excess liability, general liability, workers compensation, auto, cyber liability, bonds, and executive liability for a variety of industries.
  • Hold an active property and casualty license and have attained or will pursue within 6 months of employment a National Alliance designation such as CIC (Certified Insurance Counselor) or CRM (Certified Risk Manager) and will be interested in pursuing more insurance education to continue their personal and professional growth.


Responsibilities:


  • The primary function of this position is meeting the overall insurance needs of our internal team and clients as outlined above.
  • Provide prompt and courteous service to our clients, team, carrier, and broker partners to retain and grow our commercial lines book of business.
  • Monitor monthly expiration lists closely and follow-up activities for all assigned accounts.
  • Review existing accounts for supplemental coverages and renew accounts as appropriate.
  • Maintain a professional relationship with clients, co-workers, and company personnel.
  • Prepare complete and accurate applications through the agency management system.
  • Utilize company website portals for quoting new lines of business, requesting changes, and for monitoring policy activities.
  • Maintain up-to-date customer files, both paper and electronic files in Applied/EPIC.
  • Follow department policies and procedures closely and prioritize work according to established guidelines.
  • Complete various duties and special projects as assigned.


Education/Experience:


  • Bachelors Degree Preferred
  • Minimum of 5 years of experience managing middle-market commercial accounts
  • Property and Casualty license appropriate to the position and ability to meet bonding requirements.
  • CIC, CRM Professional Designation desired.
  • Understand, review, and analyze insurance forms, and policies verifying accuracy.
  • Above-average mathematical skills and ability to rate insurance policies.
  • Strong written and oral communication skills.
  • Work normally scheduled hours and additional time when necessary.


Job Specific Qualities:


  • Courteous and professional telephone manner and appearance.
  • Ability to perform multiple tasks simultaneously.
  • Pleasant and friendly personality focused on client needs.
  • Proficient with MS Office suite of products. (MS Word, MS Excel)
  • Must be initiative-taking and be able to work independently without close supervision.
  • Ability to remain calm under pressure.
  • Attention to detail, thorough and accurate.
  • Professional work ethic.



Salary and Benefits:


  • Competitive Salary
  • Medical
  • Dental
  • Vision
  • Employer-paid life insurance
  • Flexible Savings Account
  • Short term and long-term disability
  • 401K, with a match
  • Cell phone reimbursement
  • Educational expense reimbursement
  • Paid vacation
  • Paid personal time
  • Paid holidays
  • Possible relocation package


Schedule:


  • In-Office
  • M-TH 8:00am to 5:00pm and F 8:00am 4:30pm (Memorial Day through Labor Day 4:00pm on Friday)

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