Senior Account Manager
4 days ago
Full-time
Description
- Works closely with Producers and other Associated personnel on all aspects of client procedures.
- Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
- Acquires understanding of clients' insurance objectives and analyzes and compares insurance plans to determine suitability.
- Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
- Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
- Act as a liaison between clients and insurance carriers to resolve any client service issues.
- Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
- Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate
Requirements
- Resident Property and Casualty License, Required
- 10+ Years as an Account Manager with mid to large sized commercial lines experience, Required
- Able to work independently with little guidance from Team Lead, Required
- A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required
Knowledge and Skills
- Knowledge of service standards and property and casualty policy coverage
- Highly functional in Applied Systems EPIC
- Proficient in Microsoft Word, Excel and Power Point
- Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
- Detail orientated
- Ability to prioritize and work independently
- Ability to work in a team environment
Associated Benefits
- Click HERE for benefits
- Bonus eligibility
- Hybrid work schedule
Salary Description
$90, $115,000.00
#Li-hybrid
Salary Description
$90, $115,000.00
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