Commercial Account Manager

• Establish relationships with clients and carriers
• Main contact person with insureds and carriers for all of your accounts
• Backup for your assigned producer(s)
• Maintain expiration spreadsheet for all assigned accounts
• Complete all required reports as requested by Leadership
• Handle or assign and oversee all day to day functions of account service
• Assist other team members as needed
• Handle new business (including marketing)
• Handle renewals (including marketing)
• Use carrier on-line rating systems as needed
• Review & update activities daily as needed
• Call on urgent items
• Process cancellations
• Maintain accuracy of client/policy information in AMS
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• Attach all documentation appropriately in Image Right
• Other specific duties and projects as assigned by Leader

• QUALITY OF WORK - Work is accurate, thorough and neat. Is attentive to details and demonstrates effective organizational skills.
• PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities
• RELIABILITY - Consistently meets deadlines, follows-up to ensure tasks are thoroughly completed and can be counted on to meet commitments
• CONTINUOUS IMPROVEMENT - Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology
• INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help.
• INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional and positive in all interactions.
• COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal and electronic methods.
• ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities and tasks. Able to adjust approaches to reach a desired outcome.
• BALANCE - Effectively manages personal feelings and emotions, especially in situations involving crises or conflicts. Functions in a controlled manner when under stress.
• ATTITUDE - Exhibits an attitude which is positive, open to new ideas, and committed to achieving the desired results.

• High school diploma or equivalent
• Must hold a property and casualty insurance license
• Minimum of 5 years’ experience in the insurance industry
• Proficient in Microsoft Office programs.

Nothing in this job description restricts Leaderships’s right to assign or reassign duties and responsibilities to this job at any time.

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit. The employee is occasionally required to walk, stand and stoop. Specific vision abilities required by this job include close vision and the ability to adjust focus.

The work environment characteristics described here are representative of those an employee encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Travel is minimal with most contact with clients and vendors by phone, correspondence and/or in person.