Partner with an assigned producer to solve and handle account issues independently.
Consult on new business, prepare proposals, and handle customer requests directly.
Work with customers to ensure proper coverage is secured.
Negotiate and obtain quotes, marketing approximately 30% of the book of business.
Help customers understand their insurance policies and determine individual service needs.
Lead the renewal process by obtaining quotes and claims experience from various carriers.
Act as a liaison between producer and customer by obtaining updates and ordering documents needed for renewal.
Prepare and complete Insurance Coverage Reviews if needed.
Analyze contracts for certificates of insurance, issue certificates, and binders; reviewing accuracy on policies and documentations.

Must have experience working with residential communities such as HOAs and apartment complexes.
Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance; other combination of work and/or education will be considered.
AU or CIC Designation preferred
Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
Familiarity with contracts and other provisions
Fluent with Microsoft Windows, Office 365, Word, and Excel
AMS360 experience or skills to learn software program at an accelerated ability

Senior Commercial Lines Account Manager

About this role