Commercial Lines Account Manager

3 weeks ago


Delray Beach, Florida, United States Plastridge Insurance Full time
Job Description

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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