Commercial Lines Account Manager

Job Description:

• Provide prompt, accurate and courteous service to clients, producers and company personnel
• Handle tasks associated with obtaining, maintaining, expanding and servicing existing accounts according to agency procedures and carrier guidelines
• Manage mid-size to large commercial construction lines accounts
• Work with the Account Executive and/or Department Lead on client servicing, guidance and training
• Prepare company submissions for new and renewal business, market accounts, and prepare proposals
• Prepare change requests and review audits and policies for accuracy
• Set up and prepare new account files in Applied EPIC
• Invoice agency bill transactions within 48 hours and collect premiums
• Notify producers of unpaid audits and request appropriate action
• Review renewals with producers at least 120 days before expiration and determine marketing strategies
• Prepare and process cancellations and follow up on cancellation notices
• Respond to carrier memos and process necessary updates
• Process client requests, including ID cards, evidence of property, certificates of insurance, and binders
• Review and deliver policies and related documents to insureds
• Evaluate exposure, negotiate and interpret coverage, and review coverage with clients
• Evaluate and recommend additional coverage based on client needs
• Keep producers informed of important account activities
• Review aged receivable, renewal/expiration, and suspense reports
• Maintain detailed documentation of client activity and correspondence in EPIC
• Use the EPIC suspense system to follow up on outstanding items
• Prioritize workload and reduce backlog
• Participate in special projects and other duties
• Keep current on rates, forms and coverage changes through bulletins, trade publications and seminars
• Respond to phone calls and emails within 24 hours
• Process client requests within 24 hours

Requirements:

• High school diploma or equivalent is required
• College degree preferred
• Professional designation is a plus
• Extensive experience in and knowledge of large commercial construction insurance within New York and New Jersey markets
• Knowledge of Applied EPIC system or similar agency management system
• Knowledge of commercial insurance and products
• Knowledge of construction in New York and New Jersey is a huge plus
• Good listening skills
• Attention to detail
• Positive attitude
• Applicants must meet applicable state insurance licensing requirements for positions requiring a state insurance license
• Applicants must not have been disqualified or barred from licensure, or prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034

Benefits:

• Competitive pay
• Exceptional benefits
• PTO
• Paid training
• Stress management programs
• Opportunities to give back to the community
• Wellness-focused work environment
• Teamwork-focused work environment
• Seminars and classes for skill and knowledge development