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Summary:

The Account Manager collects, analyzes, processes, and stores information while communicating and coordinating with the client, carrier, Account Executive, Producer, and other departments as necessary. This position contributes to the agency’s growth and success by building and maintaining a positive client experience. By providing prompt, courteous, and accurate responses to written and verbal communication with clients, the Account Manager maximizes client retention and secures additional lines of coverage, new business, and client referrals. The Account Manager also fosters positive and respectful relationships with underwriters and team members, which contributes to the overall growth and success of The Agency.

Responsibilities:

• Insurance Renewal Processing – Manages all aspects from pre-renewal to post-binding, documenting, and updating EPIC along the way.
  • Meets with AE/Producer to discuss renewal approach. Reaches out to carriers for renewal submission requirements, non-Acord applications, supplementals, and loss runs.
  • Collects loss runs and updates experience summary. Emails renewal applications, summaries, and subjectivities to insured. Collects documentation from the insured, reviews, and updates EPIC.
  • Sends submission to carriers/marketing and awaits quotes. Follow-up when necessary. Collects and reviews quotes for accuracy while simultaneously updating premium summary and notifying AE/Producer of renewal options.
  • Composes proposals and distributes via email or booklets according to AE/Producer instructions.
• Renewal Proposal/Presentation & Binding – Participation in client renewal presentation meetings and provides related analytical opinions to the Producer, Account Executive, and/or client. Receives proposal instructions from insured/AE/producer and binds submitting remaining subjectivities.
• Post-Binding – Collects policies and invoices, sends Auto ID cards, and reviews renewal COIs.
• Risk Management/Policy Checking – Ability to act as risk manager when performing check and balance of insurance policies, endorsements, and forms on assigned book of business to ensure accuracy regarding in-place coverages on behalf of Producer and/or Account Executive and client.
• Insurance Specification Contract Review – Review of client contracts as relates to Certificates of Insurance.  Limited to only the insurance specifications section in the contract.
• Client, Carrier, and Underwriting Loss Control meetings as needed.
• Mentors and participates in procedure-related training of support staff.  Involved in special projects and/or research on behalf of the commercial lines department as assigned by senior management.
• Interfaces with clients regarding commercial lines insurance service issues.  This too involves research and counsel related to Insurance contract review, policy forms and endorsements, audit disputes, certificates of insurance, loss experience, and any other aspect of commercial lines insurance service as needed.
• Maintains client data in the agency management system.
• In-person client/carrier/agency meetings and outings.
• As needed, prepares premium allocation summaries, and rate comparisons, calculates net rates, pulls future mods, quotes new business not quoted by marketing Builders Risk, Flood, Owners Protections, and other lines.
• Quotes all non-Acord Lines.
• All follow-up procedures and deadlines related to the tasks mentioned above are the sole responsibility of the Account Manager.                                                       

Qualifications:

• High School degree or equivalent.
• Insurance Agent License and License Continuing Education as required.
• CIC and CISR designations are strongly preferred.
• Knowledge of Microsoft Word, Excel, Office, and Applied Epic agency management system.
• Requires independent judgment and extensive insurance knowledge. 5+ years of commercial lines experience.
• Excellent time management, organizational skills, and attention to detail.
• Above average computer and typing skills.
• Basic accounting knowledge.
• Ability to successfully mentor and train others on departmental procedures and processes.