What are the responsibilities and job description for the Commercial Lines - Account Manager position at The Hilb Group?
Commercial Lines - Account ManagerCurrently seeking a Commercial Account Manager to join our team for an exciting opportunity at Newman Crane, Orlando, FL, a part of The Hilb Group. Position Summary:The Commercial Lines Account Manager will support assigned producers by placing and processing new business, account development, and renewal retention. Essential Job Functions:· Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines· Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market· Prepare proposals and applications, submit to insureds and carriers (or marketing department);follow up to insure timely responses · Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic file accordingly· Provide technical support to Producer(s) to include survey policy coverage and identify cross- selling and upgrading opportunities· Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage· Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards· Assist in design of insurance plans for clients. Visit key clients in person.· Perform other duties as assigned Skills/Experience/Training:Education– High School Diploma Required. Associates Degree or higher preferredCertification–Licensed Property and Casualty Agent. Candidate holds or is working toward industry designations, CIC/CPCU/CISR preferredExperience–Minimum of three years’ of Commercial Insurance experience. · Complete knowledge of insurance practices and procedures of the agency and industry. · Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines· Maintains a record of excellent client service and account management· Experience in Microsoft Suite Products including Word, Excel and Outlook· Displays natural ability for independent decision-making and role ownership· Willingness to maintain continual education Benefits offered:Competitive benefits package including 17 vacation days, 2 discretionary days, 7 paid holidays, 401k, Medical, Dental, Vision, LTD, STD , Life Insurance available
