Insurance Senior Account Manager - Commercial Large

Job Functions & Responsibilities: 

• Assists clients with making coverage changes in an automated environment supported by imaging system; requests invoices from accounting department 
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs. 
• Prepares proposals in coordination with producer(s. 
• Submits applications to eligible and appropriate carriers in coordination with Placement Team and Producer. 
• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies. 
• Manages clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy. 
• Remarkets certain renewals, contacts clients, prepares summaries of insurance and schedules as needed for account review, creates renewal proposals and handles other renewal activities in coordination with the producer(s). 
• Reviews contracts and insurance requirements to determine if insured’s coverage is sufficient or if additional coverage needs to be quoted
• Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced. 
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. 
• Maintains and updates electronic and client activity files. 
• Verifies policy and policy change information, facilitating corrections when necessary. 
• Processes incoming mail requests, responding promptly and appropriately. 
• Uses agency collection policy in invoicing and pursuing prompt payments 
• Coordinate COI issuance 
• Attends meetings with Clients at their location, as necessary. 

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change. 

Qualifications: 

Experience: 

• Seven (7) or more years Commercial Lines Account Manager experience preferred
• Experience servicing Commercial Construction & Manufacturing accounts

Special Technical Knowledge: 

• Must have an active 2-20 Property & Casualty Insurance License
• Full knowledge of insurance products and usage. 
• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists. 
• Full knowledge of insurance markets and reference to markets. 
• Ability to carry out complex tasks with concrete and abstract variables. 
• Excellent computer skills needed and must understand functionality. 
• Construction contract familiarity and ability to read and interpret insurance requirements

Competencies: 

• Functional Technical Skills - has functional and technical ability to do job at high level of accomplishment. 
• Informing - provides information so that decisions can be made on a timely basis with accuracy. 
• Time Management - uses time effectively and efficiently, concentrates efforts on more important priorities. 
• Quantity of Output - amount of work is expected to meet goals on regular basis. 
• Quality of Work Output -is with few errors with little rework. 

Special Skills and/or Abilities: 

• Ability to communicate fluently in English in all oral and written communications with others. 
• Ability to understand written and oral communication and interpret abstract information. 
• Must be a team player and customer service oriented. 
•  Epic agency management system experience is preferred
• Proficiency with Microsoft Office Suite including Word, Excel, Teams, etc.

Benefits and Perks:

• Competitive compensation
• Flexible vacation policy, paid holidays, and paid sick time
• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Co