Commercial Lines Account Manager - The Gallagher Search Group
Allentown, AL 18104
About the Job
Position: Account Manager
Department: Commercial Lines
Objective: Under direction from the Commercial Lines Manager, provide support in obtaining,maintaining, and servicing commercial accounts for Arbor Insurance Group.
Duties:
● Assist producers in assessing risk, quoting and selling new business accounts
● Review producer applications for completeness, accuracy, veracity and signatures
● Arrange and prepare premium finance contracts as necessary
● Utilize agency management system and carrier websites to process new business, renewals, endorsements,audits, cancellations, certificates of insurance, auto ID cards, evidence of insurance, broker of record lettersand claims in a timely manner
● Provide superior customer service to book of business assigned to you by anticipating and responding tocustomer needs in a timely and professional manner
● Utilize agency management system to document all activities
● Analyze policy coverage and make or suggest changes as appropriate; review policies and related documentsfor accuracy
● Coordinate the marketing and placement of coverage with participation of Producer, New BusinessMarketing Coordinator and/or Commercial Lines Manager
● Communicate and interact with company personnel as appropriate
● Maintain, interact and nurture client and company relationships
● Comply with laws and regulations that apply to the position
● Premium billing when Company download or direct entry not available
● Accept and process payments from clients when necessary
● Prepare proposals, renewal portfolios, and related items for Producer presentation/delivery
● Maintain customer files
● Participate in seminars and classes for skill, knowledge, and professional development. Maintain ContinuingEducation requirements as needed to hold license.
● Follow established agency policies and procedures
● Be an effective and dependable team member, able to express and solicit opinions, seek solutions, andsuccessfully bring objectives to conclusion.
● Perform other duties as requested by management
Authority:
● PA Property Casualty License is required
● Authorize Commercial Lines coverage binding within authority granted by the carrier
● Discuss and negotiate coverage with company underwriters
● Advise producers when contact with client or company is required
● Accept payments from customers within company authority
● Obtain customer signatures on documents as needed
● Recommend changes in procedures based on observance of daily activities
Performance Measurement Criteria:
● Timely completion and submission of required reports to management
● Degree of adherence and compliance with Agency procedures, personnel policies and accounting practices
● Degree and quality of professional development
● Adherence to company binding authority guidelines
● Degree to which service standards have been maintained
● Ability to maintain positive and productive relationships with producers, staff, clients and carriers
● Knowledge and utilization of agency systems and company proprietary websites