Overview:
The position of Commercial Account Manager is to be the primary contact for an existing book of clients and provider of day-to-day client service. The Commercial Account Manager will maintain and manage an existing book of clients, assist in developing new client business and respond to the requests and needs of the clients, producers and management.
RESPONSIBILITIES
- Maintains and manages an existing book of client accounts.
- Reviews renewal policies, endorsements, audits, cancellations and non-renewals for accuracy in coordination with the Producer.
- Provides technical support to Producer; specifically in analyzing client needs, coverage forms and quotations.
- Schedules appointments with clients as requested by Producer and occasionally accompanies Producer on prospect and client meetings as requested by Producer.
- Completes applications in coordination with Producer; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Prepares summaries of insurance, schedules and proposals for word processing and processes renewals in coordination with Producer.
Experience in designing fund management liability insurance solutions for private equity and hedge fund managers is preferred.
QUALIFICATIONS
- College education with a minimum of 3 years insurance experience or a minimum of 7 years insurance experience.
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Ability to understand written and oral communication and interpret abstract information.
- Property & Casualty Agents License.
- Knowledge of insurance products and usage’s.
- Knowledge of insurance markets, reference to markets, knowledge of insurance rating and underwriting procedures.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Experience:
- Commercial Lines: 3 years (Required)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: Hybrid remote in Highland Hills, OH 44122