Commercial Account Manager

Account ManagerThe Account Manager performs the essential functions of the position, which include aiding the Producers and customers with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency. Primary responsibilities include: Providing technical support to Producer; specifically, in analyzing customer needs, coverage forms and quotations. Scheduling appointments with customers as requested by the Producer. Occasionally accompanying Producer on prospect and customer meetings as requested by the Producer. Completing application in coordination with Producer; submitting applications or quotes online to eligible and appropriate carriers; following up to ensure timely receipt of quotations and policies. Ordering and issuing binder, certificates, policies, endorsements and other related items; verifying their accuracy; forwarding them to the customer with appropriate correspondence. Determining if direct or agency billing is appropriate and invoicing accordingly. Preparing summaries of insurance, schedules and proposals for the Producer and customer as directed by the Producer. Processing renewals in coordination with the Producer. Reviewing audits of policies; verifying accuracy and facilitating correction as needed between the customer and carrier. Determining if direct or agency billing is appropriate and invoicing accordingly. Verifying policy and policy change information, facilitating corrections when necessary. Processing incoming mail and phone requests, responding promptly and appropriately. Using agency billing procedures in invoicing and pursuing prompt payments. Communicating effectively with the Producer regarding past due accounts receivable items. Determining reasons for requests for cancellations; acting to save accounts; notifying the Producer. Processing and following up on cancellation requests to carrier to ensure accurate and timely resolution. Assisting customers in submitting first reports of claims, facilitating prompt response from carrier staff and following up on claims status and notifying Producer. Identifying exposure to loss and recommending appropriate coverages in coordination with the Producer. Personal and organizational development includes setting priorities and managing workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Maintaining a cordial and professional relationship with customers, co-workers, carriers, vendors and other business contacts. Keeping informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. Interacting with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency. Knowledge, skills and abilities include prior experience in Property, Casualty insurance account management. Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond accordingly. Ability to understand written and oral communication, and interpret abstract information. Property, Casualty Agents License. Knowledge of insurance products and their appropriate application. Knowledge of insurance markets. Knowledge of insurance rating and underwriting procedures. Familiarity with computer, specific experience using MS Office products and insurance specific software such as Applied or AMS systems. Ability to perform 70% sedentary work. Ability to process written and other materials visually. Physical efforts required include fingering, repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds. Requires ability to receive detailed information through oral communication. Working conditions include a high pressured, fast paced environment with significant telephone and personal disruption. A large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks. This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.