Commercial Insurance Account Manager

At Baker Hopp we believe that insurance should be more than a policy—it should be a partnership. For over 100 years, we’ve helped businesses of all sizes safeguard their operations with strategic, personalized insurance solutions. Our team is made up of passionate professionals who thrive in a collaborative, team based environment.

We are currently seeking a Commercial Insurance Account Manager who is detail-oriented, customer-focused, and knowledgeable in commercial lines insurance. In this role, you’ll serve as the primary point of contact for a designated, middle market sized, book of business, delivering extra-ordinary service while managing renewals, policy changes, and day-to-day account servicing needs.

This position plays a key role in client retention and satisfaction through the relationships you will build with the clients, partner insurance carriers and your teammates.

• Primary contact for client service.
• Attend client meetings as requested.
• Manage annual renewal process including obtaining and negotiating renewal quotes, preparing proposals, binding coverage and updating EPIC.
• Remarket renewal if necessary.
• Experience modification analysis (using Mod Master) by request.
• Final review of processed policies.
• Insured contract review.
• Manage non-pay notices and process finalized cancellations.
• Invoice agency bill policies and endorsements.
• Follow up calls to carriers and insureds for information requests.
• Maintain knowledge of markets.
• Cross sell additional lines of coverage when appropriate.
• Obtain change information from insured, request endorsements, update EPIC and send confirmation to insured as needed.
• Check and process audits – as needed.
• Create Renewal Questionnaire, send to insured and follow up – as needed.
• Order loss runs and experience mods for renewals – as needed.
• Prepare replacement cost estimator reports – as needed.
• Prepare renewal submission to incumbent carrier – as needed.
• Policy processing – as needed.
• Issue certificates – as needed.
• Report claims to carriers and manage claim process to resolution – as needed.
• Complete professional, agency standard new business submissions to carriers and agree to need by dates and other expectations from producers.
• Submit and follow up with carriers as to status of quotes, communicate with producers regarding additional info needed and status of account.
• Responsible for rating of new and remarketed business and negotiate pricing, terms and conditions.
• Prepare proposals, deliver to Producers and attend new business meetings when requested.
• Bind new business with the carriers and follow New Business Binding Checklist.
• Attend internal and external assigned carrier meetings, maintain assigned carrier Agency Library file and provide input to Director of Client Service, CEO and Producers about new opportunities in the marketplace.
• Build and maintain excellent relationships with carriers based on trust and mutual production goals.
• Responsible for updating and maintaining commercial lines new business report for your assigned book of business and new business opportunities.

*“As needed” refers to account coordinator responsibilities, however, account managers are required to be able to perform these duties when needed.

• Valid Property & Casualty License.
• 5+ years’ commercial lines experience.
• CISR, CIC, CRM or CPCU designation preferred.
• Excellent oral and written communication skills.
• EPIC, CSR
  24 and Indio experience preferred but not required.