Commercial Account Manager
2 weeks ago
Job Description
Job Description
Commercial Account Managers work to maximize positive customer experiences by responding to customer inquiries regarding the companys products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, the Commercial Account Manager will analyze, clarify, and resolve policy and account-related questions as well as assist with overflow P&C service-related tasks.
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Responsibilities
Determine customer requirements and expectations in order to help the customer identify specific products and solutions
Assist Agency Producers with their new business
Review renewal business and identify appropriate follow-up action based on degree of change
Cross-sell/up-sell products to existing customers
Retain clients at point of cancellation
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers needs
Prepare renewal packets for Producers
Create New Business Packets
Perform risk analysis and field underwriting
Client/Claims liaison, Monitor Claims
Requirements
Well-organized and detail-oriented
Customer focused
Works well with
underwriters/companies
Works well with Producers/Team
P&C licensed
Proficient in Microsoft Word, Excel, Powerpoint, etc
Ability to use and write professional vocabulary and grammar
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