What are the responsibilities and job description for the Commercial Lines Account Manager position at W3Global?
About The Job
Company Description
Company has been serving businesses and families since 1967 with a focus on progressive, knowledgeable, and responsive insurance solutions. From commercial insurance tailored to each company's unique needs to personalized insurance programs for families, we are committed to outstanding customer service. Our expertise ranges from large publicly held companies to small businesses, offering comprehensive evaluation of insurance requirements.
The Commercial Lines Account Manager provides commercial lines support with the goal of obtaining, maintaining, expanding and servicing the largest and most complex commercial lines client accounts. Maintains and enhances the firm's relationships with existing clients by executing proactive, creative, and ongoing contact initiatives.
Key Responsibilities
Company Description
Company has been serving businesses and families since 1967 with a focus on progressive, knowledgeable, and responsive insurance solutions. From commercial insurance tailored to each company's unique needs to personalized insurance programs for families, we are committed to outstanding customer service. Our expertise ranges from large publicly held companies to small businesses, offering comprehensive evaluation of insurance requirements.
The Commercial Lines Account Manager provides commercial lines support with the goal of obtaining, maintaining, expanding and servicing the largest and most complex commercial lines client accounts. Maintains and enhances the firm's relationships with existing clients by executing proactive, creative, and ongoing contact initiatives.
Key Responsibilities
- Handle all customer relations and support services for assigned accounts.
- Work with producers/marketing to enhance client development, service, quality and sales of these clients. Independently identify and analyze client exposures to recommend and/or design risk transfer/appropriate insurance coverage and carrier.
- Develop a competitive insurance program that provides various alternatives for client consideration.
- Negotiate favorable quotes with appropriate insurance carriers for client recommendations. Bind commercial lines coverage for clients within authority granted by the specific insurance company.
- Work policy expiration lists prior to renewal for customer contact and improved retention. Prepare policy renewal inquiries and recommend coverage enhancements as appropriate.
- Process client requests and solicit improved or additional coverage on behalf of the agency or individual producer. Use personal sales techniques to promote and close policy transactions.
- May also participate in the development of department policies and procedures. Maintain a current level of knowledge on rates, forms, and coverage changes through bulletins and circulars, and maintain required commercial lines manuals and rating systems.
- Education and Experience Bachelor's degree from four-year college or university; or equivalent combination of education and experience More than 5 years of experience in an agency or insurance company environment.
- Maintains current Property and Casualty License, including, but not limited to, CEU's.
- Professional designations, including CPCU, CIC, or ARM are preferred.
- Licensed agent status for the State of Massachusetts and all other states where Cross Insurance conducts business as required.
