Commercial Account Manager II

: About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview: There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At Cadence Insurance, A Gallagher Company we are more than just a work place. We are a company that prides itself on values and the people that we employ. Start your search for a career with us! Responsibilities: Primary Function: The Commercial Lines Account Manager II is responsible for the delivery of exceptional service to our commercial property and casualty clients. This individual assists the senior servicing staff and/or sales professional in managing the client's exposure to risk and coordinates services for the development, retention and rounding of accounts. Typically reports to a department manager. Typically assigned to mid-sized or moderately complex clients. Primary Responsibilities:

• 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.

Qualifications: Required: Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.