Job Description

Summary

Account Managers in the Select Business Unit provide essential support in establishing and nurturing client relationships. While they occasionally collaborate with Account Executives, they primarily focus on delivering comprehensive insurance coverage and ensuring diligent account servicing for clients.

Essential Duties and Responsibilities

• Build and maintain strong client relationships through exceptional service and proactive communication.
• Collaborate with Account Executives and work directly with clients to understand their needs and provide tailored insurance solutions.
• Manage all aspects of assigned accounts, including policy changes, renewals, endorsements, certificates of insurance, audits, and cancellations.
• Review policies for accuracy and address discrepancies or coverage gaps as needed.
• Prepare and present insurance proposals, renewal documents, and coverage summaries.
• Identify upselling and cross-selling opportunities to support account retention and growth.
• Maintain accurate and organized client records and documentation in the Agency Management System.
• Respond promptly and professionally to client inquiries, service requests, and concerns.
• Stay informed on industry trends, regulatory changes, and market conditions to support informed client recommendations.
• Support day-to-day service activities, including ordering motor vehicle records, reviewing loss runs, and managing documentation.
• Participate in ongoing training and professional development.
• Ensure compliance with all company policies, procedures, and applicable regulations.
• Perform other duties as assigned.

Qualifications/Requirements

• A minimum of 3 years of relevant experience in the insurance industry, with a focus on commercial lines.
• Hold current and valid Property and Casualty insurance license.
• Willingness and ability to pursue industry certifications such as CISR, CIC, or CRM within 18 months.
• Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
• Proficiency with the Microsoft Office Suite. Prior experience with AMS 360 and Image Right preferred.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

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