Commercial Insurance Account Manager
3 weeks ago
TheCommercial Insurance Account Managerprovides prompt, accurate and courteous service to our clients, sales producers, and other company personnel, while offering a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts.
Some of theessential tasksinclude:
- Maintain Client Relationships and Build Repoire to learn of opportunities for additional products
- Work with Underwriters on Renewal Positions
- Request Renewal updates from Clients
- Manage all Renewal Marketing including selection of carriers & manage carrier relationships
- Prepare Broker of Record Letters
- Manage submissions out to market for new and renewal business and follow through to receive quotes
- Compare Quotes among carriers to determine best options for clients
- Negotiate coverage pricing/ terms & conditions
- Prepare Program Comparisons & Select Program Option for Client
- Prepare Proposals/ Final Summary of Insurance as Bound
- Request Coverage be Bound/ Manage any Subjectivities
- Renew or Set up new Coverage in Agency Management System
- Manage Automatic Renewals
- Review Policies/ Endorsements for Accuracy
- Address all Coverage Questions from Clients
- Address all Billing questions from clients
- Process Agency Bill transactions in Agency Management System
- Prepare Finance Agreements for Clients
- Manage all Accounts Receivables with Clients
- Review Premium Audits for accuracy
- Introduce clients to CSR 24 system
- Review Certificate Requests/ Complete Compliance Statements
- Requests Changes/ Process Endorsements Received
- Rate online with Carrier websites as needed
Experience:Minimumfive (5) yearsof Commercial Property & Causality insurance experiencerequired
Education:Undergraduate Degree in related field preferred
License: GeorgiaProperty & Causality (P&C) Licenserequired
Perks & Benefits:
- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity - the potential for growth within the company
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