Job Details

Insurance Commercial Account Manager

  2018-10-26     Lighthouse Insurance Agency     Madisonville  
Description:

Northshore insurance agency looking for an experienced commercial lines account manager. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Supports Producer in developing new business opportunities for existing clients and prospects;
  • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
  • Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
  • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
  • Reviews and summarizes marketing results and prepares proposals;
  • Finalizes proposals and presentations in coordination with Producer;
  • Binds insurance coverage and prepares binders and/or delegate certificates issuance;
  • Reviews policies for accuracy and review contracts;
  • Prepares summaries and/or schedules of coverage for clients;
  • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
  • Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
  • Provides technical guidance to staff assisting with client needs or procedural issues;
  • Notifies brokers of pertinent information related to client retention;
  • Meets with clients as needed or directed by Producer;
  • Engages in optimal and appropriate usage of applicable agency management systems;
  • Other duties as assigned.


Do not contact this company in solicitation of any product or service.

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