What are the responsibilities and job description for the Commercial Lines Account Manager position at The Barclay Group?
Essential Functions include but are not limited to the following:
- Manage the daily account management of an assigned book of business including but not limited to policy changes, audits, invoicing, premium breakdowns, certificates of insurance, ID Cards and responding to policy inquiries.
- Renewal Processing including ordering updated loss information, renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing, checking policies for accuracy and preparing for mail/delivery of renewal policies.
- Meet with Producer(s) regularly to review upcoming renewals.
- Update all files AMS as needed (e.g. AMS360 applications - do not rely on download)
- Review Suspense items on a daily basis
- Communicate and maintain good relationships with commercial underwriters, marketing representatives and other staff as needed. Be familiar with the carriers appetites and websites.
- Pull documents from select companies websites. (e.g. renewals and endorsements)
- Process payments for commercial clients when needed
- Assist in mentoring and training new account managers
What is required?
- Three-year minimum Commercial Account Management experience required
- Property and Casualty Producer License required
- Strong analytical, organizational and communication skills
- Ability to work in a fast-paced environment
- A positive attitude, a desire for coaching, and a strong work ethic are essential
- Ability to work collaboratively with a team of producers and account managers.
- AMS360 experience strongly encouraged, but not required