What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group Agency Association?
Leavitt Group Midwest, a Leavitt Group affiliate, in Westerville, OH is looking for a Commercial Lines Account Manager for their busy office.
Job Purpose:
The main functions of this position are to exercise discretion and independent judgment with respect to providing quotes to prospective and existing customers; coordinating any issues that arise on quotes and binding insurance coverage.
Duties:
- Binding coverage; including providing quality control, providing service support to customers and to internal sales staff.
- Supervising and servicing middle to large accounts
- Servicing day to day customer needs
- Developing and maintaining good working relationships with clients, companies and brokers
- Working with Sales Agent to coordinate new business, renewal strategy, and company selection
- Submitting completed applications to appropriate carriers, filter questions, negotiate pricing, and review quotes for accuracy
- Working with underwriters to amend coverage to meet client needs
- Evaluating Risk Transfer methods with client
- Preparing Insurance Proposals, Summaries and related documents
- Ordering and issuing binders, policies, endorsements, certificates, invoices and other related items with assistance from CSR as needed and forward to client with appropriate correspondence
- Reporting and monitoring claims until closed
- Maintaining knowledge of current market conditions and new products
- Accompanying Sales Agent as needed to client meetings
- Directing and mentoring CSRs and Assistants
- Completing projects as required by management
- Contributing to team effort by accomplishing related results as needed
Skills/Qualifications:
- Requires 5 or more years of experience servicing Middle Market accounts
- Ability to work Independently
- Strong interpersonal skills to build rapport with customers and underwriters
- Highly effective communication and negotiation skills
- Takes initiative and displays a sense of urgency
- Detail oriented with strong organizational skills
- Ability to make recommendations specific to client needs
- Computer skills in Microsoft Word and Excel
Leavitt Group Midwest offer a competitive benefits package.
- $55,000 - 70,000 depending on experience.
- Health Insurance
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
- HSA and FSA
- Paid sick and vacation leave
As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
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