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- Proactively identifies inadequacies and gaps in coverage
- Assists, or acts on behalf of, Producer with new and renewal
business per agency workflows including, but not limited to,
preparing new applications in agency management system, submitting
applications to carriers & negotiating renewal terms with
underwriters, obtaining information from clients when needed, and
following up to ensure timely responses in conjunction with Producer - Mentor or assign all incoming items, including but not limited to,
change requests, requests for certificates, audits, notice of
cancellations and endorsements to CSA - Maintains current knowledge of the marketplace
- Confirms the carrier-produced documents for accuracy including,
but not limited to, policies, endorsements, audits, cancellations
and secures corrections from carriers on incorrect items - Performs contract reviews on complex Certificates of Insurance
- Prepares finance agreements and collects down payments
- Invoices transactions accurately including new business, renewals,
endorsements, cancellations, and audits - Responds to client requests professionally and within 24 hours of receipt
- Follow-up on open tasks/activities daily
- Process and/or assign un-routed attachments daily
- Create new business or renewal proposals
- Request quotes from carriers and brokers and review for accuracy
- Other duties as may be assigned
- Minimum 3-5 years as a Commercial Lines Account Manager
- Must be a licensed Property & Casualty insurance agent
- Minimum 5 years of Commercial insurance service experience
- Possess professional designation such as CIC, CPCU, CRM, CISR,
or ARM or possess a degree in insurance or business (or be in the
process of obtaining a degree) - Successfully manages minimum revenue of $600,000
- Comprehensive knowledge of insurance products, trends, markets
and underwriting procedures - Good organizational, verbal, and written communication skills necessary
- Ability to utilize computer programs and understand functionality
- Strong knowledge of Microsoft products (Outlook, Word, Excel)
- Basic understanding of standard accounting practices
- Ability to carry out complex tasks
- Ability to communicate orally and in writing with others to
explain detailed issues and receive and interpret information - Ability to maintain a positive attitude, express enthusiasm, and
be flexible - Meets or exceeds expectations regarding job knowledge, quality,
efficiency, initiative, cooperation, customer service and overall performance - Ability to work independently or as part of a team
- Maintains a professional, helpful and courteous demeanor with
clients, carrier personnel and agency personnel - Medical, Dental & Vision
- Short-Term & Long-Term Disability
- Extended Holiday Weekends
- Flexible PTO
- Paid Parental Leave
- Company Matching Donations
- 401k, Roth Option & Matching
- Life Insurance
- Hybrid Work Environment
- Wellbeing Coaching
- Mental Health Sessions
- Tuition Reimbursement
- Fully remote position will be considered if candidate is more than
50 miles from local Indianapolis office - Supports community involvement
- Prioritizes diversity, equity and belonging
- Invests in your future
- Gives 10% of profits back into the community
Commercial Lines Senior Account Manager - Indianapolis, United States - Gregory & Appel Insurance
Description
Job Description:
The Commercial Lines Senior Account Manager (SAM) provides support in
obtaining, maintaining, expanding and servicing accounts on a minimum
book size of $600,000 and/or minimum 400 policy count. The SAM is
capable of renewing, presenting, and rounding out existing accounts
alongside the producer or in their absence as needed.
The SAM can handle large accounts with minimal to no assistance.
Responsibilities
Experience and Skills:
Benefits
Why Work at G&A?
Gregory & Appel helps organizations and people grow through
tailored risk management strategies. From helping companies with their
business insurance programs and employee benefits offerings to helping
individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that: