Commercial Lines Account Manager

Description

The Account Manager will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients.

• Handles all day-to-day service work associated with the client’s account, including all endorsement activity and routine coverage questions. Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents (ex: loss runs). Follows up with underwriters for quotes.
• Exercises discretion and independent judgment in significant matters related to the business and customer service – for example, has the authority to bind insurance coverage on behalf of clients on a regular basis.
• At the discretion of the agent, may accompany agent on client visits, presentations, and meetings.
• Services, manages, retains, and grows an existing book of insurance business.
• Maintains strict confidentiality regarding company marketing and business matters.
• Markets renewals to carriers on behalf of clients and assists in marketing of new business. Ensuring that policy renewals are performed in a timely manner and that client coverage is reviewed at least annually for proper coverages etc. is a core function of this job. Sends renewal letters and correspondence to clients throughout the year.
• Talks with underwriters.
• Maintains strong lines of communication with the Managing Directors.
• Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients.
• Records and reports loss notices to carrier.
• Performs desktop publishing on regular basis to assist in the creation of marketing materials and assists in the creation of PowerPoint presentations. Types and produces general correspondences, memos, charts, tables, graphs, business and financial reports, etc.
• Identifies and determines coverage of policies to be entered into the agency management software system (AMS 360). Keeps activity, deadlines, renewal dates, coverage information, endorsements, and correspondence updated in management system daily to ensure real time information. Updates databases and spreadsheets.
• Client Contact: Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
• In some circumstances, depending on the size of the book of business, may supervise a Commercial Insurance Assistant.

Requirements

The ideal candidate must possess 2-5 years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area. An active 2-20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

• An active Insurance license is required (In Florida, an active 2-20 license is required. In Georgia, an active agent license is required.)
• Additional coursework or related insurance industry experience a plus.
• Solves issues and answers technical questions of an advanced nature.
• Ability to type 45 - 50 wpm or faster strongly preferred.
• Bachelor’s Degree preferred. High school diploma required.
• 2 – 5 + years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area.
• Initiates quotes.
• Analytical ability is required in order to gather and summarize data for reports, find solutions to various problems, and prioritize work.
• Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required. InDesign proficiency a plus.
• Must be organized, focused, and able to multi-task in a fast-paced business environment.
• Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.
• Must possess strong organizational skills and be able to multi-task in a fast-paced, deadline driven, business environment.
• AMS 360 proficiency or similar industry software experience strongly preferred.

Benefits

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Training + Development

Interview process

Visa Sponsorship

Security clearance