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Commercial Lines Account Manager

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General Description: Responsible for the retention of assigned client accounts. Responsible for independently and proactively managing client accounts. Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding Sales Executives and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

  • Maintain 92% retention of Client Accounts.
  • Provide technical expertise (knowledge of insurance coverages and products, staying abreast on industry updates and changes) to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations during the sales process on new and renewal business.
  • execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Capture, assist, design and manage the service platform.
  • Occasional outside service visits, to the client, may be required.
  • Maintain renewal expirations, avoid any lapse in coverage.
  • Make insurance program recommendations.
  • Respond to underwriters questions in a timely and professional manner.
  • Adhere to Commercial Lines Best Practices – including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
  • Prepare proposals and summaries of insurance, as needed.
  • Maintain a high degree of accuracy in agency management and document management systems. Adhere to Imageright workflows.
  • Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
  • Identify exposure to loss and recommend appropriate coverage’s in coordination with Sales Executive/Account Executive(s).
  • Direct work to Processors and Assistants.
  • Other projects or duties, as needed.

Knowledge, Skills and Abilities:

  • College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • preferred, but not required.
  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
   

Physical Demands

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing and bending.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Job ID:

21038

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