Commercial Lines Account Manager - Small Business - McGowan Insurance Group

About Us

McGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to have a management structure that attracts and retains our industrys finest. We are service-driven experts in insurance. We look for value-added services and our advisors to provide our clients with resources to protect their businesses.

The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. Weve set the precedent on community relations. Giving back to a place thats given so much to McGowan is a top priority for us. Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients, and our communities. At McGowan, were passionate about our potential and believe everyone should have the tools to reach theirs.

Commercial Lines Account Manager Small Business

Job Summary:

The Small Business Commercial Lines Account Manager is responsible for the day-to-day maintenance and servicing of assigned small business accounts in various industries generating up to $20,000 in annual premium. This position is responsible for managing all aspects of the client relationship, renewal preparation, and remarketing for new and existing client accounts while maintaining a high level of client service and satisfaction. The Account Manager is responsible for achieving agency account retention goals by providing extraordinary client service, achieving agency growth goals through proactive account rounding and cross-selling, and marketing and placement of renewal accounts as appropriate. This is a high volume, high touch role that requires constant client engagement and excellent organization.

Responsibilities:

• Manages a small market commercial lines book of business.
• Supports agency growth and retention efforts by seeking referrals from existing clients, rounding out existing accounts, and cross-selling to other departments.
• Analyzes client needs, coverage forms, policies, and proposals to identify loss exposure and recommend appropriate coverage solutions.
• Prepares summaries of insurance, schedules, and proposals as needed.
• Processes incoming mail, e-mail, faxes, phone calls and office visits, responding promptly and professionally.
• Maintains client files within AMS360 (Agency Management System) to ensure proper documentation by processing all policies, changes, invoices, proofs of insurance, as well as other service needs, attachments, and activities, in accordance with agency standards and procedures.
• Follows up on service requests to confirm processed accurately by carrier/vendor.
• Assists clients with billing questions or concerns and works to bring a resolution to any issues.
• Reviews coverage and provides information to client inquiries.
• Assists clients with claims, including submitting first notice of loss, facilitating prompt response from carrier, and following up on claim status in accordance with agency standards and procedures.
• Performs renewal review and risk exposure analysis to secure proper coverage, incorporating information obtained from client.
• Maintains control of pre-expiration reports, binders, and aged receivables in accordance with agency guidelines.
• Determines reasons for cancellation requests; acts to save accounts.
• Participates in courses for insurance/sales skills; maintains current knowledge of underwriting requirements of carriers; keeps current with industry trends, regulations, and changes in insurance products.
• Other job duties as assigned.

Qualifications:

• Associate Degree required; Bachelor's Degree preferred
• Indiana Property and Casualty License required
• Commercial Lines account management experience
• Thorough knowledge of brokerage operations including claims handling, procedures, and applicable insurance laws/codes
• Experience operating in an electronic environment, using tools such as Microsoft 365 applications (Outlook, Word, Excel, OneDrive, Teams, etc.), document management software, carrier proprietary systems, and phone systems
• Experience with AMS360 preferred; will consider other agency management systems
• Excellent time management, organizational and verbal and written communication skills
• Taking initiative; high degree of self-motivation and self-direction
• Willing to embrace moments of ambiguity, working with occasional instruction and supervision
• Exhibiting a keen attention to detail
• Preparing, disclosing, and handling confidential and sensitive information
• Occasional travel may be required

Hours: Monday Friday, 8:00am to 5:00pm (Hybrid Work Schedule)

Office Locations: 355 Indiana Avenue, Suite 200, Indianapolis, IN 46204 or1126 East Main Street, Richmond, IN 47374

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.