Commercial Account Manager II
- Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients' coverages.
- Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, sales professionals and insurance carriers.
- Partners with sales professional(s) and marketing on new/renewal business strategy including the coordination of roles and the obtaining of information.
- Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.
- Maintains accurate and up-to-date data in the agency management system according to agency workflows.
- Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows.
- Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to clients in a timely manner.
- Coordinates clients' needs with the support team regarding the issuance of binders, certificates and evidence of property.
- Pursues prompt client payment in coordination with the sales professional. Requests cancellations from the carrier according to agency workflows.
- Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.
- Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
- Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
- Provides guidance and direction to account associates and less experienced account managers as needed.
- Regular and reliable attendance required
- Overtime work, as needed.
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