Senior Commercial Lines Account Manager

September 15

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Risk Strategies Company

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Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000

Description

• Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leverage commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities • Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly • Nurture professional relationships through the facilitation of personal client meetings and consistent client contact • Participate in the retention of renewal business. • Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products • Ensure the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline • Review current policies and providing recommendations regarding placement options. • Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums • Support the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier • Execute coverage analysis as needed as well as provide the client with accurate quotes for any additional coverages

Requirements

• 5+ years’ experience of Commercial Lines client management experience • Valid P&C license • College degree preferred • Industry specific designations preferred- CISR, ARM or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting • Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information • Understanding of marketplace trends and best practices to best meet client needs • Possess excellent verbal and written communication skills • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite • Ability to collect, interpret and/or analyze complex data and information • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities • Exceptional organization and time-management skills