Provide knowledge of insurance coverages and products, markets, and industry updates to sales staff
Ability to analyze client needs and exposures during the sales process on new/renewal business and cross-selling opportunities
Market and follow up on complete submissions including applications, loss analysis and other pertinent information to all eligible and appropriate carriers, for new and renewal business
Respond to underwriters' questions in a timely and professional manner
Analyze and compare carrier quotes for proper coverages and rating
Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items
Prepare proposals and summaries of insurance, as needed
Maintain a high degree of accuracy in processing within the agency management system
Process client requests in a timely and professional manner
Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier
Direct processing work to assistants, and other projects or duties as needed

High School Diploma or equivalent
Active Property & Casualty license (required)
Solid understanding of commercial lines coverages (General Liability, Commercial Auto, Property, Workers Compensation, Umbrella, etc.)
Ability to manage a high volume of accounts in a fast-paced environment
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Outlook, Word, Excel)
Willingness to learn transportation/trucking coverages and regulatory requirements
Willingness and ability to keep informed regarding industry information, new product information, legislation, coverages, and technology.
Interpersonal communication skills, capable of high volumes of communication streams to keep good working relationships with coworkers, clients, markets, and vendors

Account Manager

Key skills