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Account Manager - Commercial Lines

The Hotaling Group

3.6 out of 5 stars

Albany, NY 12203

$75,000 - $90,000 a year - Full-time

Benefits

Pulled from the full job description

Parental leave
401(k)
Health insurance
401(k) matching
Paid time off
Vision insurance
Dental insurance

Full job description

Responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business and renewal efforts. Display a strong working knowledge of Commercial Lines insurance products.

Proactively owns and manages assigned book of business.
Utilizes strong knowledge of commercial lines coverage to review and proactively process accounts and upgrade coverage levels.
Ability to interpret complex contract verbiage into relatable data points.
Supports in developing new business opportunities for existing clients and prospects
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
Supports Producers in addressing client questions and/or concerns
Analyzes and compares current exposures and develops renewal or new business specifications for marketing
Conducts marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations
Binds insurance coverage and prepares binders and/or delegate certificates issuance
Reviews policies for accuracy and review contracts
Prepare/ delegate summaries and/or schedules of coverage for clients
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Participates in the claims process as directed by management, including claim submission and follow-up
Provides technical guidance to staff assisting with client needs or procedural issues
Notifies producers of pertinent information related to client retention
Engages in optimal and appropriate usage of applicable agency management system
Assists Property & Casualty team proactively and assists with a variety of administrative duties.
Be a self-starter and willing to take “ownership” of day-to-day service issues related to assigned book of business.
Initiates action to help the team achieve organizational goals in production and client satisfaction.
Expand professional development to keep abreast of changes in the insurance industry as a whole. Network with other insurance professionals to maintain competitive market intelligence. Research changes on insurance company underwriting guidelines, products and policy conditions that may affect the member’s business operations. Stays abreast of changes within the industry relating to services and procedures.
Other duties as assigned