Commercial Lines Account Manager II

Commercial Lines Account Manager II

Requirements

• State property and casualty insurance license, or ability to obtain, required
• Knowledge of insurance agency operations
• Excellent verbal and written communication skills
• Team player with a great attitude, self-motivation and the ability to work in a fast-paced environment
• Strong communication, interpersonal, multi-tasking, and organizational skills
• Must be thorough, detail-oriented and is responsible for working with confidential information
• Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
• Ability to function independently with minimal supervision

Responsibilities

• Provide exceptional service with accuracy in processing renewals, endorsements, policies, and audits by agency required timelines
• Ensures timely processing of invoices and client requests
• Work with client/team on gathering marketing data, preserving quotes, client/carrier correspondence and updated client information in agency management system
• Prepares and implements all transactions, paperwork, and internal processing for assigned accounts
• Develop and maintain relationships with carrier representatives and remain educated on carrier appetites
• Advocates for client in the marketing process to obtain the best outcomes for clients by negotiating initial pricing and coverages with carrier underwriters or wholesalers
• Accompanies Sales/Account Executive/Account Specialist/Strategic Account Executive on client visits as required
• Prepares reports, proposals, and comparisons for team as required
• Advanced knowledge of carrier online systems for obtaining quotes, loss runs, billing information, policy documents, etc.
• Primarily responsible for maintaining current receivable status for assigned clients
• Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to Sales Executive and accounting
• Acts as liaison between clients and insurance carriers to resolve service issues
• May be involved in training of new hires
• Identifies opportunities for cross-sell and up-sell
• Refer claim issues regarding client loss or company denial problems to the claims team
• Develop competency in insurance coverages and various offerings from our insurance partners
• Continue to broaden knowledge of the industry with continuing education, learning markets and accessing new ones when necessary for growing a book
• Follows HUB Broker Standards policies/procedures
• Other duties may be assigned

Preferred Qualifications

• Bachelor’s degree or equivalent from four-year college or university preferred
• At least two years of experience related to property and casualty account management preferred
• Experience with Epic or other insurance related software preferred
• Ability to acquire and maintain approved accredited program designation preferred
• An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications