Commercial Lines Account Manager

• Provide a high level of service to clients in a specialized industry
• Continuously look for more points of engagement and ways OSG as an organization can plug in with the client
• Responsible for maintaining timeline and process during renewal cycle
• Inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
• Collaborate with Account Executive to set marketing/renewal strategy
• Execute on the agreed upon strategy
• Coordinate calls and meetings with client such as renewal presentations
• Facilitate meetings and coordinate activities which maximize product awareness and service delivery between the carrier and client
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
• Review policies and endorsements for accuracy; report errors to insurance company to correct

• Minimum 3+ years experience working as a Commercial Lines Account Manager
• Large commercial account experience
• Captive experience
• Applied Epic
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership

Demonstrates expertise in managing large commercial accounts and executing renewal strategies while providing exceptional client service. Proficient in problem-solving and collaboration to enhance product awareness and service delivery.

• Commercial Lines Account Management
• Large Commercial Account Experience
• Captive Experience
• Applied Epic
• Client Engagement

• Renewal Cycle Management
• Coverage Analysis
• Quote Specification
• Negotiation of Coverage Offers
• Policy Review
• Error Reporting

• Problem Solving
• Collaboration
• Team Leadership
• Communication

• Client Service
• Insurance Industry
• Service Delivery
• Cross-Functional Partnership