- Provide day-to-day client service to assigned prospects/clients, in close coordination with Account Executive or Sales Executive.
- Respond to client inquiries and requests for information.
- Preparation and/or review and analyzation of technical documents to assure accuracy.
- Resolution of account discrepancies.
- Entering client and policy data in management systems and files while maintaining accuracy.
- Ability to complete all steps of the marketing process for new and renewal marketing, including review and compare carrier quotes.
- Preparation of proposal/comparison and other documents for client meetings.
- Handles routine to complex issues independently, relying on policies, procedures and precedents.
- Service Commercial Lines accounts as assigned and aid in collections in accordance with agency policies, procedures and service standards.
- Mail policies to the insured within 30 days after receipt of policy unless other policies are pending and are to be delivered in a binder to the insured.
- Send policy binders to insured and company at least 7 days prior to expiration date. Binders must be mailed the same day as issued.
- Process and mail endorsements within 15 business days of receipt from the company. If endorsement is agency billed, must be done within the month they are received.
- Process all agency and direct bill audits immediately and no later than 5 business days from receipt of company agency billed invoices. Follow up for collection of agencies billed audit premiums from clients.
- Utilization of Worksmart to maintain documentation for all client transactions including, but not limited to: phone calls to or from the insured, to or from the insurance company, discussions and instructions given by the producer; any and all documents (letters, e-mails, loss runs, etc.) that relate to a specific client.
- Issue certificates of insurance or auto ID cards same day requested.
- Work with Producer or Account Executive in new production or renewal/proposal process; evaluates and communicates client's service needs and exposure to loss and informs Producers or Account Executives of all important activities on their accounts.
- Knowledge of commercial insurance coverage is essential.
- Minimum 5 years Commercial Lines middle market account management experience with a broker is required.
- Experience servicing middle market commercial accounts.
- Experience in medical malpractice is preferred.
- Bachelor's Degree in Business, Risk Management, Insurance, or other related field, preferred.
- Active Property & Casualty license.
- Requires certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Construction Risk and Insurance Specialist (CRIS), or a similar insurance designation.
- Strong attention to detail and accuracy, working with specific deadlines.
- Skilled in producing strong written and verbal communication
- Insurance designations of CIC, CRM, CRIS or any similar designations.
- Property & Casualty Insurance license as required by respective state.
- Experience servicing a book of business at $500,00 in revenue ($6mil-$8mil in premium); particularly servicing clients $75k-$700k+ in premium.
- Strong Organizational skills and attention to detail to assure document accuracy.
- Understanding of underwriting and risk with ability to identify client exposure and insurance needs.
- Working knowledge of commercial insurance products/coverage and ability to manage the renewal cycle for book of commercial lines business.
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Sr. Account Manager - Reno, United States - The French Agency
Description
Salary: $70-98K
Location: Reno, NV
Certificates and Licensing:
Must be able and willing to obtain and maintain Property and Casualty Agents/Broker License in Nevada - required
Role and Responsibilities
Provide prompt, accurate and courteous service to Clients, Producers, Account Executives and Company Personnel. Servicing complex middle markets and large accounts. Manages book of business with limited supervision, evaluates complex client issues and recommends solutions to identified issues.
