Commercial Lines Client Service Representative​/Account Manager

6 days ago Be among the first 25 applicants

• Compensation:
  Salary plus bonus/commission. Salary commensurate with experience.
• Insurance Discipline:
  Property & Casualty – Commercial/Personal/Life & Health
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development

• Job Duration:
  Fulltime
• Compensation:
  Salary plus bonus/commission. Salary commensurate with experience.
• Relocation Assistance:
  Not available
• Insurance Discipline:
  Property & Casualty – Commercial/Personal/Life & Health

The Commercial Lines Client Service Representative/Account Manager will perform the essential duties of assisting producers in servicing a book of business, including new and renewal marketing and placement. The ability to cultivate new business with both existing and new accounts is also a critical function of this position. The individual who fills this position is the link between the company, clients/prospects and the multiple insurance carriers represented by the company.

Qualified candidates will have skills in the following key functional areas:
Sales (account development and cross-selling);
Client‑Service (effective questioning, relationship management, problem resolution and client retentions);
Business (prioritization, time management and critical thinking), and sound Commercial Insurance/Personal Insurance/Life Insurance coverage knowledge (general liability, commercial property, commercial auto, workers compensation, E&O, auto, home, umbrella, life, disability, LTC, etc.). Additionally, a consistently friendly, professional, client service and sales oriented personality along with a positive "can‑do" cooperative demeanor are paramount.

• Actively supports and incorporates company mission and core values into daily activities.
• Achieve sales, account development and client retention targets as set out in annual and semi‑annual company plans.
• Consistently demonstrates professionalism and exceptional customer service skills both internally and externally.
• Maintains a positive and respectful demeanor.
• Works as a team member to achieve department goals and overall company objectives.
• Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the company.
• Reports to work on time prepared to perform duties of position at a consistently high level.
• Demonstrates a willingness to do whatever is required for betterment of the organization.

• Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System.
• Collect complete underwriting information from walk‑in/telephone/on‑line prospects.
• Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.).
• Prepare and distribute new business and renewal policies to clients.
• Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross‑selling/account rounding).
• Intelligently discuss coverage inquiries/concerns/gaps with clients and prospective clients.
• Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects.
• Conduct claims reporting and follow‑up with clients and insurance carriers throughout the claims lifecycle with a sense of urgency.
• Build and maintain rapport with brokers, clients and insurance carrier personnel.
• Collect, process, and record new business deposit premiums.
• Work on special projects that may be assigned by management as necessary.

• Microsoft Windows Operating System – must be proficient in MS Word, Excel, PowerPoint, Outlook, and other MS Office applications.
• Inter‑office network;
  Internet access; e‑mail – internally, with carriers, and with prospects/clients/others.
• Agency Management System (Applied Epic) and related programs.
• MVR, insurance score, Clue report software/website.
• Telephone,…