• Job Listings

  • Assistant Account Manager, P&C Commercial Lines

    Posted: 07/21/2022

    Responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business and renewal efforts.

    JOB RESPONSIBILITIES & RESPONSIBILITIES

    • Supports in developing new business opportunities for existing clients and prospects
    • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Account Manager (AM), Account Executive (AE) and Producer
    • Assist AM/AE in analyzing and comparing current exposures and develop renewal or new business specifications for marketing
    • Assist AM/AE with marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy
    • Reviews and summarizes marketing results and prepares proposals for AM/AE
    • Finalizes proposals and presentations for AM/AE
    • Binds insurance coverage and prepares binders and/or delegate certificates issuance
    • Reviews policies for accuracy and review contracts
    • Prepares summaries and/or schedules of coverage for clients
    • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
    • Participates in the claims process as directed by management, including claim submission and follow-up
    • Provides technical guidance to staff assisting with client needs or procedural issues
    • Notifies producers of pertinent information related to client retention
    • Engages in optimal and appropriate usage of applicable agency management system
    • Other duties as assigned
    REQUIRED SKILLS/QUALIFICATIONS
    • 2-3 years related work experience
    • Valid P&C insurance license
    • Must continue to meet Continuing Education requirements for license renewal
    • Encouraged to complete career growth objectives as communicated by supervisor
    All other duties as required.