Commercial Account Manager - Small Business

WHAT YOU’LL DO:

• Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
• Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder
• Works with Producers to assist client with the service needs mentioned above 
• Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client
• Provide client with additional coverage options 
• Maintains client files in appropriate systems and provides standard office/administrative support
• Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends
• Other duties as assigned

Service

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties as assigned

Marketing

• Work with Placement Department and Producers to properly transition new business written 
• For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
• If needed, enter policy information into carrier websites for quote options
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
• Present quote options to the client and/or Producer, if applicable
• Bind and issue policies in carrier websites or order policies from underwriters
• Other duties may be assigned

Personal and Organizational Development

• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Work effectively to resolve problems or enhance service in a timely manner
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Ensure expert knowledge is maintained
• Other duties may be assigned

WHAT YOU’LL BRING:

• Full knowledge of Property Casualty lines of coverage and services
• Recognize problems and respond appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and oral

EDUCATION and/or EXPERIENCE:

• High school diploma or GED equivalent required College degree preferred
• Two or more years experience in mid-size brokerage or carrier
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations Position continually requires teamwork, demonstrated poise, tact, and diplomacy
• California Property & Casualty License
• Valid Driver License
• Ability to travel independently to clients; some air travel may be required