What are the responsibilities and job description for the Insurance - Commercial Lines Account Manager position at Peak Insurance?
Job Description
Consider joining a firm with a strong foundation. We've been in business for 75 years! We offer competitive compensation along with excellent benefits!!
Privately owned insurance agency is seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems.
Benefits
Health Insurance
Dental Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Paid Time Off (PTO)
Responsibilities
- Market new business and account renewals obtaining competitive coverage/cost ratios for the clients.
- Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals.
- Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction.
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies.
- Effectively manage preparation and production of all elements of presentations for client meetings and properly representing the company. Address client questions and identify next steps as appropriate.
Requirements
- Prior insurance industry experience required
- Property and Casualty license
- Agency Management software experience
- Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
- Professional verbal and written communication skills