Business Insurance Sr Account Manager

2 months ago


alpharetta, United States Resolution Technologies, Inc. Full time

BI 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 needs
  • Collaborate with the Producer to accomplish overall production, retention, and growth goals
  • Handle all account management responsibilities including billing, policy changes, agency management system updates and answer coverage questions
  • Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals
  • Timely and accurate management of the full life cycle renewal process partnership and handling of cancellations.
  • Maintain proper level of communication and builds effective relationships with clients and carriers to drive retention.
  • Resolve accounting discrepancies as appropriate.
  • Assist with policy-checking and keep up to date on rates, forms, and coverage changes.
  • Executes activities relating to the public, clients and carriers to avoid and eliminate issues involving potential errors and omissions.


Property & Casualty Commercial Lines Sr Account Manager Requirements:

  • 7+ years insurance experience in an agency or brokerage environment focusing on middle market clients
  • 5+ years demonstrated knowledge of Property & Casualty Insurance
  • High School Diploma required and Bachelor’s Degree in related field or equivalent work experience is preferred, designations encouraged
  • Effective negotiation skills and placement process management expertise
  • Property & Casualty License
  • Extensive knowledge of how insurance products are utilized and administered. Extensive knowledge of markets and marketing techniques.
  • Proficiency with agency management software (Sagitta, Image Right)
  • A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability



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