Commercial Lines Account Manager
4 weeks ago
We are seeking a highly skilled Commercial Lines Account Manager to join our team at C. Winchell Agency, Inc. in King of Prussia, Pennsylvania.
Key Responsibilities:
- Participate in monthly renewal strategy meetings to ensure optimal coverage and pricing for clients.
- Provide producers with information for updates at renewal, including renewal surveys and applications for existing coverages or those to be recommended.
- Review client coverages annually to identify potential gaps and recommend needed coverages to producers.
- Coordinate with assigned Client Analyst the preparation of loss summaries with analysis, along with tentative experience modifications.
- Assist in firm's cross-selling efforts and pre-qualify accounts with insurance carriers.
- Compile submission information in a format most conducive to producing best coverage and pricing terms for customers.
- Prepare Certificate of Insurance masters and cooperate with our Certificate Department in the issuance of all COI's required by the client.
- Communicate client needs to all other departments, including accounting, claims, reporting, or others as required.
- Notify manager, producer, and account executive of cancellation, audit or coverage issues on clients.
- Keep producer and account executive informed on any important activity of their clients.
- Coordinate client response on risk control issues.
Requirements:
- PA Property & Casualty License is a must.
- College degree preferred, but high school diploma or equivalency required.
- Professional Designation is a plus.
- Must have good communication skills, both verbal and written.
- Good listening skills and attention to detail are required as well as a desire to solve problems.
- Should have at least 5 years of insurance experience with a good understanding of multi-line commercial insurance contract and coverages.
- Should possess some understanding of negotiation process and have the ability to handle multiple priorities.
For more information, please visit www.cwinchellagency.com.
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