Account Manager - Mid- Commercial Lines

ACCOUNT MANAGER - MID-LARGE COMMERCIAL LINES

Position Summary:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Executives on any and all assigned accounts for renewal, rounding or cross-selling
• Direct interaction with Sales Agents, Marketing Managers and Technical Assistants on the renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/or renewal of accounts or additional lines of coverage
• Record, report and service assigned clients' claims and losses, or refer clients to Claims department
• Request and research reports and information relevant to the placing of new and/or renewal business. Regularly review exception and aged receivable reports, check for accuracy and correct if needed.

• Five years of commercial lines insurance experience
• Active 2-20 Property & Casualty Insurance License
• EPIC experience a plus