Commercial Lines Account Manager
3 weeks ago
Job Description Summary
Support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or 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. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive.
Job Description
Job Description
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.
1. Build and maintain key client and carrier relationships by phone, email and in person.
2. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request.
3. Continually seek cross-sell opportunities and suggest new lines of coverage.
4. Work with Producer and/or Marketing Account Executive, if applicable, to 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.
5. Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
6. Prepare marketing information or provide required information to a marketing person. As appropriate, present the options to the client.
7. Complete the implementation process; prepare and deliver all applicable forms to client.
8. Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
9. 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.
10. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
11. Mentor team members.
12. 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.
1. Bachelor's degree or equivalent education and related training
2. Five years of relevant insurance industry experience
3. Appropriate insurance license - Property & Casualty
4. 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
5. 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
6. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
7. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Advanced degree
2. Certification in field of endeavor
3. Experience with Requests for Proposal
-
Senior Account Manager-Commercial Lines
4 weeks ago
Alpharetta, United States Management Business Solutions Full timeThe fastest growing insurance group in the Southeast. is seeking a Senior Level Commercial Lines Account Manager to manage a multi-$million book of business in an revenue environment. Commercial Lines Account Manager is responsible for providing continuous service to all commercial lines clients. Through servicing, develop a thorough knowledge of the...
-
Commercial Lines Account Manager
4 weeks ago
alpharetta, United States McGriff Full timeJob Description SummarySupport Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or 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...
-
Commercial Lines Account Manager
3 weeks ago
Alpharetta, United States McGriff Full timeJob Description SummarySupport Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or 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...
-
Commercial Lines Account Manager
4 weeks ago
Alpharetta, United States McGriff Full timeJob Description SummarySupport Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or 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...
-
Commercial Lines Underwriting Leader
4 weeks ago
Alpharetta, United States 020 Travelers Indemnity Co Full timeAbout the Opportunity020 Travelers Indemnity Co is seeking a skilled Commercial Lines Underwriting Leader to join our team. In this role, you will be responsible for managing the profitability, growth, and retention of an assigned book of business. This includes underwriting and negotiating customer accounts to minimize risk and maximize profitability.Key...
-
Commercial Account Manager
3 weeks ago
Alpharetta, United States Oakbridge Insurance Agency LLC Full timeAbout the Role: Oakbridge Insurance Agency, is seeking an experienced Senior Commercial Account Manager to join our team. This role is responsible for all aspects of client service and relationship management, covering the Alpharetta area. While remote work is available, there will be times when the incumbent will need to report to an Oakbridge office for...
-
Senior Commercial Insurance Account Manager
6 months ago
Alpharetta, United States The Jonus Group Full timeJob Description Commercial Insurance AccountManager needed in the Alpharetta, GA metro area! Great company culture with opportunity for growth. Competitive Salary and Benefits! Job Summary: Well known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages. Candidate...
-
Strategic Account Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts _______________________________ There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding,...
-
Commercial Lines Account Manager
3 weeks ago
Alpharetta, GA, United States McGriff Full timeJob Description SummarySupport Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or 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...
-
Strategic Account Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts _______________________________ There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding,...
-
Strategic Account Manager
2 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding, retaining, and supporting the highest...
-
Regional Sales Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that countsThere's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding, retaining, and supporting the highest...
-
Regional Sales Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts _______________________________ There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding,...
-
Regional Sales Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts _______________________________ There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding,...
-
Regional Sales Manager
3 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts _______________________________ There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding,...
-
Business Insurance Sr Account Manager
2 months ago
alpharetta, United States Resolution Technologies, Inc. Full timeBI Sr. AM Job Description:BI Sr. AM Duties:As a Business Insurance Sr. Account Manager you will:Partner effectively with the Producer by anticipating their sales support needsCollaborate with the Producer to accomplish overall production, retention, and growth goalsHandle all account management responsibilities including billing, policy changes, agency...
-
Business Insurance Sr Account Manager
2 months ago
Alpharetta, United States Resolution Technologies, Inc. Full timeBI Sr. AM Job Description:BI Sr. AM Duties:As a Business Insurance Sr. Account Manager you will:Partner effectively with the Producer by anticipating their sales support needsCollaborate with the Producer to accomplish overall production, retention, and growth goalsHandle all account management responsibilities including billing, policy changes, agency...
-
Business Insurance Sr Account Manager
2 weeks ago
alpharetta, United States Resolution Technologies, Inc. Full timeBI Sr. AM Job Description:BI Sr. AM Duties:As a Business Insurance Sr. Account Manager you will:Partner effectively with the Producer by anticipating their sales support needsCollaborate with the Producer to accomplish overall production, retention, and growth goalsHandle all account management responsibilities including billing, policy changes, agency...
-
Regional Sales Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding, retaining, and supporting the highest...
-
Regional Sales Manager
4 weeks ago
Alpharetta, United States Commercial Metals Full timeit's what's inside that counts There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our recycling centers, fabrication plants, manufacturing facilities, steel mills and offices that make us who we are as a company. Our success comes from finding, retaining, and supporting the highest...
