Commercial Insurance Account Manager (New England Platform)

Job Title: Commercial Lines Account Manager

Platform: New England Platform

Location: North Andover, MA

Essential Duties and Responsibilities:

• Manage an established book of business

• Provides support to sales producers in developing new business opportunities for existing clients, analyzing client needs, coverage forms and quotations

• Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures

• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy

• Reviews and summarizes marketing results and prepares proposals

• Finalizes proposals and presentations in coordination with producers

• Binds insurance coverage and prepares binders and certificates of insurance

• Reviews policies for accuracy and reviews contracts

• Prepares summaries and/or schedules of coverage for clients

• Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers

• Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers

• Issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence

• Prepares summaries of insurance, schedules and proposals for clients and prospects when needed

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

• Verifies policy and policy change information, facilitating corrections when necessary

• Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• High School Diploma or the recognized equivalent is required

• Minimum 3+ years' experience in the Commercial insurance industry or similar role, required

• Willingness to continuously learn and pursue industry specific designations

Technology Skills:

• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)

• Applied Epic Agency Management experience preferred but not required

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members

• Self-motivated and driven

• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

• Demonstrates excellent time management and prioritization skills

• Attention to detail and commitment to a high level of accuracy

• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

• Ability to maintain a professional demeanor and positive attitude

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done on location, in office required

• Occasional remote work available once training is complete, but hybrid requirement

• The noise level in the work environment is usually moderate

We offer a competitive salary as well as a comprehensive benefits package which includes Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurance.

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