Account Manager – P&C Commercial Lines

This is a fully remote position, open to applicants in United States.

📋 Description

• Accountable for delivering customer service and managing the overall service of designated customers and/or policies, as well as pursuing new business opportunities within existing accounts and supporting Producer-led initiatives for new business.

• Assists the Producer in identifying and developing new business prospects for current clients and potential customers.

• Initiates the renewal process for current clients, discussing and formulating a renewal strategy in collaboration with the Producer.

• Evaluates and compares existing exposures to create renewal or new business specifications for marketing purposes.

• Engages in marketing activities, negotiates rates, and reviews quotes and coverages for accuracy and competitiveness.

• Summarizes marketing results and prepares detailed proposals.

• Finalizes proposals and presentations in conjunction with the Producer.

• Secures insurance coverage and prepares binders and/or delegates the issuance of certificates.

• Examines policies for accuracy and reviews contracts thoroughly.

• Creates summaries and/or schedules of coverage for clients.

• Analyzes client accounting history, addresses accounting inquiries, rectifies discrepancies, and communicates with clients regarding receivable collections.

• Engages in the claims process as instructed by management, including submitting claims, following up, and maintaining overall communication.

• Offers technical support to staff addressing client requirements or procedural matters.

• Informs brokers of relevant information concerning client retention.

• Meets with clients as necessary or as directed by the Producer.

• Responsible for collecting fees, reconciling, and resolving any outstanding balances within 90 days of the invoicing date.

• Adheres to agency management system data standards and ensures data integrity by entering and maintaining accurate and complete information.

• Performs additional duties as assigned.

⛳️ Requirements

• Associate's Degree or a comparable combination of education and experience.

• A minimum of six (6) years of relevant work experience.

• Possession of a valid Insurance License.

• Must continue to fulfill Continuing Education requirements for license renewal.

• Proficiency in Microsoft Office Suite.

• Exceptional verbal and written communication abilities.

• Strong customer service skills, including effective telephone and listening skills.

• Demonstrated leadership, problem-solving, and time management capabilities.

• Ability to collaborate within a team and promote teamwork.

🏝️ Benefits

• Comprehensive health benefits package.

• Opportunities for professional development and continuous learning.

• Supportive work environment fostering teamwork and collaboration.

• Competitive salary and performance-based incentives.