Commercial Account Manager

Our client is seeking applicants for Commercial Lines Insurance Account Manager in Las Vegas, Nevada
. This opportunity is designed for individuals that have extensive personal lines experience, particularly, with high-net-worth clients; and are ready to take a serious look at a change to an organization eager to help the person meet their goals and build a solid financial future.

• Manage customer needs for a well-established independent insurance agency by performing the following tasks:
  • Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
  • Make necessary contacts both inside and outside of the organization in order to obtain client requested information.
  • Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
  • Create and present renewal proposals to existing clients.
  • Communicate clients' needs and binding instructions to carriers.
  • Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
  • Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.
  • Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information.
  • Ensure that all regulatory requirements are met and complies with all internal policies and procedures.
  • Other duties as assigned.

• 2 years Commercial Lines Insurance experience required.
• Experience with high net-worth clients.
• Holds appropriate P&C License. Professional designations a plus, e.g. CPCU, CIC, CISR etc.
• EPIC Experience preferred.

• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.
• Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.
• Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of EPIC is ideal.
• Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.
• Proven ability to exercise sound judgment and strong problem-solving skills.
• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

• Adaptability/Flexibility
• Attention to Detail
• Listening Skills
• Organized
• Team Player
• Professional & Ethical
• Microsoft Office
• Problem Solving