Construction Account Manager

Job Description

Must have current insurance experience and hold a P&C license.

Job Summary

On a daily basis, exercise discretion and independent judgment when setting priorities, planning and establishing workflow to ensure tasks are completed accurately and timely.

Essential Functions & Basic Duties

• Support Account Executive in maintaining a high level of renewal retention on an existing Contractor Book of Business. (General Contractors, Sub-contractors, RE Developers, and Civil Contractors)
• Review existing policies and endorsements, request changes to carrier as needed
• Prepare applications for marketing of new and renewal business
• Maintain and develop strong market relationships
• Maintain client files and activities through our Agency Management System. Includes invoicing, certificates, ID cards, etc.
• Meet service and sales delivery standards and perform essential functions to meet the quality and service standards
• May be assigned special projects from time to time
• Update and maintain integrity of the EPIC Agency management system
• Work independently or with third-party vendor to prepare certificates for issuance in accordance with company's standards
• Obtain and maintain certificate holder lists from clients.
• Accurately bill renewal and new policies, endorsements and audits
• Obtain loss runs for renewals and provide loss summaries
• Participation in client and carrier meetings
• Track renewal time frames to ensure that all renewal documentation is provided to the client in a timely manner
• Process renewals following agency procedures. Secure all placement subjectivities (apps, TRIA forms, Excess lines filing, etc.) and ensures distribution to appropriate recipient
• May order and issue binders, certificates, endorsements, ID cards and related items; verify accuracy; forward to client with appropriate correspondence
• Prepare summaries of insurance
• Oversee open items with clients and determine course of action to ensure deadlines and deliverables are met
• Review incoming mail, e-mail and phone requests and, respond appropriately
• Prepare or handle premium allocations for clients
• On a daily basis correspond with clients and other insurance companies
• Perform other duties as assigned by management or supervisor
  
  

Education And/or Experience

• College degree in Insurance preferred
• Minimum of 3-5 years’ experience in the Construction insurance industry
• Property & Casualty License
• CPCU and/or CRIS designation desired
  
  

Knowledge, Skills And Abilities

• Ability to understand and interpret accurately written and oral communication
• Knowledge of insurance products and usages
• Knowledge of insurance markets and reference to markets
• Computer skills and familiarity with Outlook, Excel, Word, EPIC or Applied
• Ability to work independently and in a team environment
• Presentation skills as appropriate for position
  
  

The statements above are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. This is an Equal Opportunity Employer. EOE/AA/M/F/V/D/SO or any other characteristics protected by law. Neither this job description nor any other written or verbal communications are intended to create a contract of employment or a promise of long-term employment. Employment-at-will may be terminated with or without cause and with or without notice at any time by the Employee or by Company.

Why Us?

We are a dedicated team of professionals, committed to upholding our five core values and delivering excellence in all we do. Our expertise spans across Commercial Lines, Personal Lines, Employee Benefits, Surety, Life Insurance, Claims & Risk Management Services, Environmental, Aviation, Construction, and Real Estate.

We offer competitive salaries and a comprehensive benefits package, including health, dental, and vision coverage, short-term and long-term disability, life insurance, and a 401K plan with an employer match. Additionally, we offer a competitive and generous PTO package. Our commitment to your growth doesn't stop there-benefit from licensing support, continuing education reimbursement, and numerous learning and development opportunities.

Salary

The estimated base salary range for this full-time position is $87,500 – $100,000 annually, plus benefits, and can vary based on location.

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.