Account Manager - Commercial Lines

Diversified Insurance Industries
Cockeysville, MD
Sep 26, 2021
Sep 28, 2021
Full Time
POSITION TITLE: Account Manager - Commercial Lines DEPARTMENT: Commercial Lines REPORTS TO: Director of Operations BASIC FUNCTION: Efficiently manage and direct new business/renewal/service processes between Producer/Team and Client to maintain and nurture new and existing relationships. KEY RESPONSIBILITIES: Management of account cycle timeline Marketing of accounts both new and renewal Carrier selection Negotiating with carriers/underwriters - pricing/additional coverages, etc. Final review of new business/renewal placement Ability to identify deficiencies Direct and monitor Assistant Account Manager and/or CSR (if applicable) Expiration List management Policy check in/client delivery preparation Servicing liaison between producer/client/carrier. Proposals Succeed Annual Plan Management Contract review Resource Pro Procedures Familiarity with policy check-in Support Producer in expanding book of business Conduct Team meetings Maintain familiarity with trends in the industry as well as new insurance products Tuesday Morning Meeting attendance Service and assist clients as necessary Billing reconciliation QUALIFICATIONS: Ability to build and maintain relationships with client while delivering exceptional customer service Active P&C license Marketing and placement of CL new business and renewal accounts. Intermediate/advanced proficiency level of Microsoft office (Word, Excel, PowerPoint, Outlook) Ability to work under pressure in a fast-paced environment Organized/detail oriented/problem solver Proficiency w/EPIC (preferred) Solid communication skills (written and verbal) CIC or CPCU designation (preferred) 3-5 years' experience as a commercial lines account manager