Excess Casualty Wholesale Account Manager

Account Manager - OA09HN

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

Work Arrangements: The ideal candidate will be located in the Pacific/Mountain time zone. This role can have a Hybrid or Remote work arrangement.  Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday).   Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. 

The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Excess Casualty and Primary Casualty Wholesale underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume of workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed.

RESPONSIBILITIES

• Renewal Analysis/loss analysis and prepping entire account for renewal quotes

• Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities

• Some Rating analysis is required for renewal prep work and underwriting thought process

• Review and analyze Endorsement requests, escalate issues as required, process endorsements

• Complete Underlying policy analysis on each Excess policy and send for UW review.   (Terms and Conditions, exposures, general information, aggregates etc.)

• Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company

• Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation

• Participation in projects, as needed

Main systems used:  Outlook/Ascend/ Image Right/ Policy Decisions/ web based vendors.  (Genius knowledge a plus but not required)  

Broker Management & Client Relations

• Serve as a critical partner to the underwriting teams within the Global Specialty Wholesale organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for underwriters and brokers within the assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization

• Routine, structured and high complexity of workflow and assignment work

• Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience.  Penetrates the agency CSR relationship.

• Builds and maintains relationships with key broker contacts and decision makers through regular interaction regarding renewal retention, quoting and delivery of excellent service.  Effective at rebuilding “damaged” customer relationships.

• Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (applicable based on location).

• Prepares submissions for rating and acts as the gatekeeper between the broker, Underwriter and the Operations Service Center

Underwriting Support

• Performs initial prequalification on all renewal submissions, generates a summary of all findings.

• Leads weekly huddle meetings with Underwriter and provides recommendations on renewal accounts. 

• Works independently to proactively maintain timeliness of information in the underwriting files.

• Can negotiate skillfully in tough situations with both internal and external groups.  Can win concessions without damaging relationships; focus is on win/win proposition for broker and company when reviewing renewal accounts.

• Support sales efforts through an understanding of Global