What are the responsibilities and job description for the Commercial Lines Executive Account Manager position at SULLIVANCURTISMONROE INSURANCE SERVICES, LLC?
Description
Executive Account Managers serve in a hybrid role combining the role of Account Manager and Account Executive for the client’s assigned to them. In addition, they collaborate with Producers to establish new relationships and uphold existing client connections. Their responsibilities encompass delivery comprehensive insurance coverage and account servicing on their assigned clients.
Requirements
New Business Development
- Partner with Producers to obtain new clients
- Review producer generated fact finding form and obtain additional information as needed
- Enter prospect information into Agency Management Systems to prepare submissions
- Market selection, negotiation and Proposal preparation
- Bind and confirm coverage using placement sheet and filing documentation into Agency Management Systems
Maintain Client Relationships
- Ensure that clients are properly and adequately insured by evaluating client’s exposure to loss, communicating needs to the clients, and revising coverage where necessary. Use SCM Fact-finding forms and coverage checklist and other tools to evaluate exposures
- Work closely with other assigned individuals and departments on accounts in accordance with agency procedural manuals and quality control program
- Obtain updated renewal exposures from client 60 days in advance of renewal date
- Review and sign off on all policies prior to delivery
- Educate clients on our value-added approach and unique SCM services
- Follow up with insured to collect all premiums
· Qualifications / Requirements
- High school diploma required; Bachelor’s degree preferred
- 5 years account management experience or equivalent
- Hold current and valid Property and Casualty insurance license
- Hold at least one professional designation or be willing and able to obtain within 18 Months.
- Has ability to produce professional and complete proposals and can confidently deliver presentations to clients and carriers
- Has ability to develop plans and solutions and act upon them and take responsibility for outcomes
- Has knowledge and experience necessary for independent decision-making ability
- Possess a supportive and responsive manner with internal and external customers
- Has ability to multi-task in complex working environment with accuracy and proficiency
- Possess excellent technical skills on insurance coverage and markets
- Possess strong computer and communication skills
- Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)
Salary : $90,000 - $100,000
