Senior Account Manager - Commercial Lines

Joseph M. Wiedemann And Sons, Inc. - Arlington Heights, IL Careers Arlington Heights, IL , Cook County, IL

Posted 3 days ago

Independent Insurance Agency Senior Account Manager - Commercial Lines SENIOR ACCOUNT MANAGER - COMMERCIAL LINES WE NEED YOU COME BE PART OF OUR TEAM PRIMARY ROLE: Day-to-day maintenance and servicing of assigned Commercial Lines accounts, Including but not limited to:

Maintaining a high level of client service and satisfaction Marketing & placement of renewal accounts as appropriate Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service QUALIFICATIONS & EDUCATION: Property & Casualty Insurance License required Completion of CISR or ACSR designation a plus Minimum 6 years of experience working in commercial lines Extensive complex knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through our agency Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel. Also document management software and carrier proprietary systems Familiarity with risk assessment and risk management techniques Excellent time management, organizational and verbal and written communication skills High degree of self-motivation problem-solving skills and self-direction DUTIES:

Support Producers’ sales efforts by handling accounts Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client Maintain electronic client files and ensure proper documentation, by requesting endorsement changes, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines Review all items to be processed, to insure items were received as ordered. Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers.

Keep current with industry trends by reading appropriate journals and company bulletins A few things about us: We work really hard and love what we do 37 1/2 -hour workweeks (We mean it. Work-life balance is a real thing here) PTO Work from home option up to 3 days a week 401 (k) match on first 4%- after 6 months of service Full benefits We've been around for 94 years. We're looking for people to join our team as we go to the next level Local independent insurance agency serving families and businesses in the Chicago area


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