Commercial Lines Account Manager
3 weeks ago
We are seeking a Commercial Lines Account Manager to manage all service aspects of an account to ensure timely coverages have been offered, placed, or renewed in accordance with PIA renewal practices.
Key Responsibilities:
- Active control and management of all service aspects of an account.
- Direct pro-active communication with clients.
- Direct interaction with Sales Executives and Technical Assistants on assigned accounts for renewal, rounding or cross-selling.
- Provide direction and oversight to Technical Assistants working on behalf of assigned clients.
- Cross-sell and/or refer prospects and clients for the sale of additional lines of insurance and rounding of accounts.
- Coordinate change requests and modify policies as appropriate or as requested.
- Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents.
- Record, report and service assigned clients' claims and losses, or refer clients to Claims department.
- Request and research reports and information relevant to the placing of new and/or renewal business.
- Follow company procedures regarding the documentation and maintenance of account information in EPIC system.
- Be familiar with and follow Agency E&O guidelines.
- Report any omissions regarding coverage on policies to the Branch Manager.
- Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information.
Qualifications:
- Previous experience in commercial lines insurance.
- 220 License.
- EPIC experience a plus.
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