The Commercial Lines Account Manager at SafeGuard Insurance Agency performs the essential functions supporting clients' service needs to the agency's quality and service standards.
Benefits/Perks:
Competitive pay
Professional development
Job stability in a growing industry
Paid time off
Training and development
Primary Responsibilities:
Coordinate day to day service needs for clients
Coordinate marketing for new and renewal coverages
Coordinate preparation of summaries of insurance, schedules, loss summaries, proposals
Coordinate claim and cancellation activities for client
Detailed duties:
Maintain client files and ensure accurate account information
Assists in developing strong carrier relationships
Identify and request renewal exposures from client
Prepare final submission for new and renewal marketing
Correspond with carrier underwriters
Review/Summarize new and renewal quotations
Coordinate marketing process including underwriting questions while keeping client and producer updated during marketing process
Finalize new and renewal proposals
Coordinate binding of coverage
Complete Coverage Review/Checklists
Overall responsibility of ensuring coverage is placed correctly
Complete policy checklists
Create Loss Summaries
Validate audits and prepare for delivery
Manage clients’ accounts receivable
Issue and quote premium finance agreements
Complete final review of policy documents and coordinate delivery to client
Generate Agency Fee agreements when necessary
Deliver policy documents to client
Client contract review if needed
Manage and develop the overall strategy for the account with insurance & non-insurance risk transfer techniques including placement of insurance policies
Identify opportunities for expanded business through gaps in coverage and program improvements
Personal & Organizational Development:
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of renewals, changes, transactions, etc.
Maintain cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Maintain confidentiality of all client and proprietary information.
Utilize and manage technical productions, applications, and passwords
Knowledge, Skills and Abilities:
College education or equivalent insurance experience
Ability to communicate and understand orally and in writing with others; explain complex or abstract issues, receive and interpret complex information and respond appropriately.
Property & Casualty General Agents License
Knowledge of insurance products and usages.
Knowledge of rating procedures, coverages, and industry operations to effectively manage client and prospect lists.
Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions.
Ability to efficiently utilized all computer hardware and software necessary to perform the job.
AMS360 experience preferred.
Ability to perform 70% sedentary work, exerting up to 10 lbs. of force occasionally and exert negligible force frequently or constantly to move objects, include the body. May be asked to exert up to 20 lbs. of force periodically, as needed.
Field of vision must be adequate to observe up and down or right to left while eyes are fixed on a given point.
Ability to process written materials visually.
Physical efforts required include fingering, repetitive small motor activities, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects, and climbing occasionally.
Requires ability to receive detailed information through oral communication perceiving the nature of sounds with no less than a 40 dB loss at 500Hz, and 2000 Hz without correction.
This is a remote position.