Job Title: Senior Commercial Account Manager (Mid-Atlantic Platform)

Agency/Platform: Odell Studner Group / Mid-Atlantic

Location: King of Prussia, PA

Job Summary:

The Account Manager/Senior Commercial Account manager is a member of the Commercial Lines team dedicated to the Commercial and Multifamily Real Estate industry, inclusive of Property Management & Development/Construction. This position offers unique opportunity to combine traditional account management skills in commercial insurance within a growth oriented agency culture.   This position supports Account Executive(s) and is responsible for daily client service, marketing renewals, preparing/presenting proposals, and binding client insurance programs.

Primary Responsibilities:

• Provide a high level of daily service to clients including responding to inquiries regarding policies and coverages.

• Adhering to an established renewal timeline/process inclusive of: development of renewal strategy with Account Executive & Producer, client exposure collection & review, customizing coverage specifications, analysis and negotiation of coverage quotes, and preparation of comprehensive insurance proposals.

• Responsible for implementing service models and Real Estate centric stewardship reports throughout the year and maintaining timelines of those deliverables.

• Create per location premium allocation spreadsheets and collaborate with client to maximize premium CAM recapture.

• Work with clients to ensure favorable contractual risk transfer/contract review.

• Update client specific Real Estate benchmarking & Claim trending/development reports

• Review policies and endorsements for accuracy; report errors to insurance company to correct.

• Assist in cross selling lines of coverage not currently written.

• Keep team members fully informed of important activities on their accounts including being sensitive to potential problems.

• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, & carrier issues.

• Communicate effectively within team environment inclusive of Assistant Account Managers through Account Executive.

• Ability to maintain a high level of confidentiality.

• Work independently and within a team on special, nonrecurring and ongoing projects.

• Performs other duties as assigned.

Knowledge and Skill Requirements

• Licensed in property and casualty insurance.

• Minimum 4+ years relevant Commercial Lines Experience with a broker/agent, including marketing large middle market accounts to carriers and wholesalers.

• College degree preferred.

• Professional designation or pursuit of professional designation preferred.

• Ability to work with minimum supervision; able to accept direction on given assignments.

• Knowledge of MS Office Products, Word, Outlook and advanced knowledge of Excel.

• Demonstrated flexibility and adaptability to changing priorities and deadlines.

• Strong analytical skills and attention to detail to ensure accuracy.

• Able to work effectively in a team environment with strong customer service skills.

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.

• Ability to travel regionally for client visits.

• Strong knowledge of all basic P&C coverages with a focus on Property,  General Liability, Umbrella/Excess Liability, and Professional Liability.

• Knowledge of standard and surplus lines markets and insurance industry market trends are a plus.

• Demonstrated superior presentation/relationship skills to present proposals to customers and prospects in this highly client interactive role.

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