Account Manager - Commercial Lines Job at Brier Grieves Insurance
Brier Grieves is seeking an experienced Commercial Lines Account Manager. In this role you will be responsible for providing excellent customer service for internal and external Commercial Lines customers and agents with their extensive knowledge of company products and understanding of industry trends as well as communicating effectively with team members within the Customer Care Center.
The Ideal Candidate
- You lead by example from strategic vision & thinking to execution & teamwork.
- You are a true sales professional who excels in all forms of communications.
- Adaptation is second nature to you, and you know how to pivot to a client’s needs.
If this sounds like you, we invite you to keep reading and apply!
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Serves as client advocate and a primary point of contact for assigned accounts.
- Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business.
- Manages client expectations, service commitments, and anticipates needs of the client.
- Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
- Analyses commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.
- Works with larger and complex accounts and assists clients with the strategic design of insurance plans.
- Acts as field underwriter and authorized representative of the insurance carrier to determine if coverage should be bound. Binds coverage as appropriate.
- Strategically remarkets renewals to ensure a high level of account retention.
- Prepares proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing.
- Provides service to current and new clients by informing and educating them concerning policy coverage and/or changes in an automated environment.
- Reviews audits of policies and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed. Proactively communicates with client any significant audit differences and determines the need for further action.
- Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity
- Maintains and updates electronic files.
- Assures policies are accurate and renewed in a timely manner.
Requirements:
- 220 License
- Experience managing High Net Worth Clients
- 5yrs experience in Commercial Lines
- Strong analytical skills
- Understanding of all aspects of Commercial lines of coverage
- Knowledge and understanding of risk management and loss control.
- Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
- Must be computer literate with the ability to learn new software applications, such as online agency management systems and carrier sites.
- Knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
- Commission pay
Weekly day range:
- Monday to Friday
Work setting:
- In-person
Ability to commute/relocate:
- Tampa, FL 33609: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Commercial Lines Insurance: 5 years (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
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