Account Manager
The Account Manager manages a book of commercial lines accounts and provides professional, courteous service to our clients and business partners. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Works closely with Producers and other personnel on all aspects of client service, marketing, and renewal while adhering to the company’s best practices and standard procedures
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve
Responsible for overall retention of accounts in assigned book of business
Develops new business from existing accounts and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
Appropriately documents conversations with clients and carrier representatives and updates automated agency management systems when necessary. Ensures the accuracy of data in those systems
Attends industry related continuing education training and courses
Performs other duties and projects as assigned