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Commercial Insurance Account Manager

2 months ago

Charlton, United States Anastasi Insurance Agency Inc Full time $50,000 - $90,000
Job DescriptionJob Description

The CommercialAccount Manager is responsible for day-to-day account management for our clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction.

The ideal candidate will possess a wide range of commercial account management skills, including but not limited to; customer service, administration and sales. The position requires experience managing both small and mid-size commercial accounts and have a strong understanding of the underwriting process that involves new and renewal business


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Disability Insurance


Responsibilities
  • Administer the day to day management of commercial lines accounts and delegates work as needed
  • Prepare submissions and market renewal business
  • Work closely with underwriters and clients on all day to day issues
  • Assure proper handling of outstanding binders, policy checking function, and policy renewals
  • Provide assistance in all claim problems
  • Manage, delegate to, coordinates and monitors the associate account managers in the team. Verify that all Company systems and procedures being adhered to.
  • Supervise and direct all activities concerning insurance schedules, certificates of insurance and other services for clients
  • Review all accounts initially and at least annually, internally and with client for the purpose of understanding the business of the client, updating exposure information and offering appropriate products and services
  • Maintain account files in an orderly sequence according to established procedures
  • Enter all required data into system (AMS 360) to maintain current file data on assigned accounts.
  • Handle renewal marketing of accounts
  • Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures manual
  • Develop and maintain working relationship with various company marketing representatives and underwriters
  • Develop and maintain strong technical knowledge of commercial lines coverage & rating
  • Perform clerical functions when assigned

Requirements
  • A minimum of 3 years' experience in commercial lines in an agency capacity
  • A firm understanding of coverage options across multiple policies
  • Valid Massachusetts Property & Casualty Brokers License