What are the responsibilities and job description for the Senior Commercial Account Manager position at JAMES A SCOTT & SON INC?
SENIOR COMMERCIAL ACCOUNT MANAGER
With 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.
We currently have openings for our Senior Commercial Account Manager role across the Scott Insurance footprint. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!
PRINCIPAL OBJECTIVE OF THE POSITION
This position will aid the Producer in the handling and processing of commercial business.
PRINCIPAL DUTIES & RESPONSIBILITIES
- Manage accounts in accordance with agency standards and workflows.
- Bind and issue policies, endorsements, and audits.
- Prepare Premium/Loss Analysis and Modification Analysis.
- Determine appropriate marketing strategy for the placement of commercial business.
- Process new business/renewal applications, endorsements, certificates, cancellations, audits, check policies and prepare proposals.
- Prepare binders, certificates, account summaries (to include premium and loss experience as well as coverage), endorsements, policies, lost policy releases and account balance status when requested.
- Review and interpret coverage for new and renewal policies per guidelines, endorsements, and handling audits for accuracy in rating, typing coverage and signatures at advanced level.
- Respond to client questions regarding insurance coverage and exposures.
- Establish strong working relationships with clients, underwriters, and carriers.
- Conduct research for unique coverage situations and new coverages in the industry at advanced level.
- Perform other duties as assigned.
POSITION QUALIFICATIONS & REQUIREMENTS
- Four-year college degree or equivalent combination of education and work experience.
- 7 years of experience.
- CPCU and/or CIC/CRM designations preferred.
- Proficient in Excel, Word, and PowerPoint.
- Outstanding written and verbal communication skills.
- Superior organizational skills/the ability to handle multiple tasks and effectively prioritize.
- Excellent relationship building skills.
- Strong math/analytical skills.
- Exceptional time management skills.
