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Senior Account Manager

2 months ago

Bethesda, Maryland, United States APR Full time
Job Overview

Position Title: Commercial Lines Account Manager - Client Service

Salary: $75,000 (Based on experience, qualifications, and training)

Comprehensive Benefits Package

Position Summary

The role focuses on delivering outstanding service to clients while supporting the commercial lines team and producers in managing various types of commercial insurance in accordance with agency protocols and best practices.

Prior experience in account management is preferred. Familiarity with contractor clients or knowledge of Applied EPIC or AMS 360 is a plus.

Key Responsibilities
  • Manage renewals, new business, cancellations, audits, and endorsements
  • Issue necessary certificates of insurance
  • Facilitate renewal meetings and oversee the renewal process
  • Negotiate coverage and premiums with carriers
  • Provide accurate renewal proposals to producers or account executives
  • Review policy coverages, endorsements, and audits for accuracy
  • Generate invoices for policies, audits, endorsements, cancellations, and other transactions
  • Assist in reconciling client accounts with producers and the accounting department
  • Account rounding responsibilities
  • Collaborate effectively within a team environment
  • Maintain a positive attitude towards company and team goals
  • Ensure excellent communication and relationships with both internal and external clients
  • Utilize problem-solving skills for various issues including cancellations, claims, renewals, audits, receivables, and carrier matters
  • Act as a trusted advisor or consultant to clients
  • Adhere to commercial lines procedures diligently
  • Resolve complex issues with sound judgment
  • Build strong relationships with partners, carriers, and vendors
Qualifications
  • Education: Bachelor's degree from a four-year university or equivalent work experience of five to seven years
  • Licenses: Must possess a P&C insurance agent license and commit to ongoing continuing education requirements

Employment Type: Full-Time