- Provide accurate and timely communication to clients through verbal and written communication.
- Inform and educate clients about coverage, exclusions and exposures, documenting files accordingly.
- Handle cancellations and take proactive steps to safe accounts, if possible.
- Prepare proposals and applications and submit to carrier's; follow up to ensure timely responses.
- Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures, and audits and document in client's file.
- Market, renew and re-market policies for new or existing accounts as needed in conjunction with agency standards.
- Accurately and consistently maintain client files, document conversations, send confirmations to clients and adhere to all automation procedures.
- Attend prospect or client meetings.
- Order and issue binders, certificates, policies, endorsements and verify accuracy before forwarding to client with appropriate correspondence.
- Review policy audits for accuracy and facilitate corrections, as needed, between client and carrier.
- Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Other duties as assigned.
- Understanding of commercial and personal insurance underwriting, coverage & rate analysis.
- Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Strong computer skills in Microsoft Office. Ability to navigate various systems, utilize integration tools, and work in a paperless environment.
- Demonstrated ability to function effectively as part of a team in a sales environment.
- 2 or more years as an Insurance Account Manager
- Currently hold a Property & Casualty Producer license
- Associates degree in business or related field
- Keeping informed regarding industry information, and new product information.
- Think creatively and offer ideas to enhance the client experience.
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Commercial & Personal Lines Account Manager - Clifton Park, United States - GTM Insurance Agency
1 week ago
Description
Job Description
Job DescriptionThe primary function of this role is to provide and ensure quality service to clients. The Commercial/Personal Lines Account Manager will be the liaison between insurance companies and GTM's clients. Client service includes addressing coverage issues, handling all internal service work of the client's account including all endorsement activity, routine coverage questions, renewals, checking and binding policies.
Essential Functions:
Knowledge, Skills, Abilities:
Minimum Qualifications:
Success Factors:
