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Commercial Lines Account Manager
2 months ago
**About the Role**
We are seeking a highly skilled and experienced Commercial Lines Account Manager to join our team at Bateman, Gordon & Sands, Inc. As a key member of our account management team, you will be responsible for managing a portfolio of large and complex Commercial Lines insurance accounts.
Key Responsibilities
- Client Relationship Management
- Develop and maintain strong, long-term relationships with key client decision-makers.
- Monitor management and other changes within client organizations to preserve and protect our relationship with the client.
- Account Management
- Serve as the first point of contact for day-to-day communications for a group of designated accounts.
- Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
- Insurance Technical Expertise
- Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
- Responsible for success of marketing and placement of client Commercial Lines insurance renewals.
- Renewal Management
- Manage client renewal expirations and avoid any lapse in coverage.
- Complex negotiation with carriers on behalf of clients.
- Client Support
- Field and support questions regarding policies, endorsements, and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Account Oversight
- Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
- Maintain an awareness of all large and potentially complicated claim-related matters and assist claims personnel in the negotiation of equitable claim settlements on behalf of clients.
- Communication and Negotiation
- Respond to underwriters' questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
Requirements
- 15+ years of experience in a Commercial Lines agency.
- College degree preferred.
- Expert understanding of Property & Casualty insurance.
- Must hold a Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPCU strongly preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Strong communication and negotiation skills.
- Able to work in a fast-paced, team environment with minimal instruction.
- Keep informed about industry information, technology, and trends.