What are the responsibilities and job description for the Commercial Account Manager position at Professional Employment Services?
GENERAL DESCRIPTION
Responsible for the day-to-day account management of routine to moderate complexity commercial lines accounts. Secures renewal for existing business, provides internal support to producers as they pursue new business opportunities and round out existing book of business.
MAJOR RESPONSIBILITIES
- Manage the day-to-day account issues for clients
- Manage an assigned book of business of $500,000 in revenue , A Generalist / mix book of business.
- Market accounts by completing applications, submitting to eligible and appropriate carriers; follow up to ensure timely receipt of quotations and policies
- Prepare summaries of insurance, schedules and proposals for word processing
- Prepare premium allocations for clients as needed
- Order and issue policies, verify them for accuracy and deliver to clients
- Process renewals in coordination with Producer; occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations
- Prepare coverage recommendations for client approval
- Frequently accompany Producer on client meetings
- Support producer(s) to maintain current book of business and new business placement
- Is the primary contact for the client on majority of issues
PERSONAL & PROFESSIONAL DEVELOPMENTS
Requirements a must :