Account Manager (Phoenixville)

Employment Type

: Full-Time

Industry

: Advertising/Marketing/Public Relations



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COMMERCIAL LINES ACCOUNT MANAGERPRIMARY ROLE: Day-to-day maintenance and servicing of assigned Commercial Lines accounts, Including but not limited to:* Maintaining a high level of client service and satisfaction* Marketing & placement of renewal accounts as appropriate* Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service QUALIFICATIONS & EDUCATION: * Appropriate State license(s). Minimum 3 years' insurance brokerage or equivalent experience. * Two-year associate college degree required; four-year college degree preferred * Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency * Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes * Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems * Familiarity with risk assessment and risk management techniques* Excellent time management, organizational and verbal and written communication skills* High degree of self-motivation and self-direction DUTIES: * Support Producers' sales efforts by handling accounts once bound * Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client * Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines* Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines. * Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines* Review all items to be processed, to insure items were received as ordered. * Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.* Participate in any special projects at management's request.*Primary Role:Day-to-day servicing of assigned commercial lines accounts, including but not limited to:* Manage day to day processing of coverage/policy changes, claims, billing, audits, and general correspondence/answer customer inquiries* Work on renewals and perform quoting* Issue certificates, policies, insurance forms, ID cards and documents* Conduct coverage analysis and make coverage recommendations to clients when needed* Maintain a high level of client service and satisfaction* Demonstrate an understanding of routine coverages and policy terms and be able to clearly convey this information as needed* Develop and maintain professional relationships with clients, support staff, insurance personnel* Keep client files in order and document all account activities* Client facing duties when needed* Skills/Qualifications:* Requires 3-5 or more years of experience as a commercial lines account manager* Ability to work Independently* Strong interpersonal skills to build rapport with customers and underwriters* Highly effective communication and negotiation skills* Takes initiative and displays a sense of urgency* Detail oriented with strong organizational skills* Ability to make recommendations specific to client needs* Familiar with an agency management system

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