Commercial Lines Senior Account Manager

• Partner with an assigned producer with the ability to solve and handle account issues independently
• Coach and mentor for the team
• Monitoring retention
• Negotiation of costs for products and services
• Analyzing insurance contracts
• Insurance plan designs
• Coordination of claims, loss control, accounting and audit services
• Research and analyze in various areas as needed
• Consults on new business, prepares proposals and independently handles customer requests
• Works directly with customer to ensure proper coverage is secured
• Uses discretionary judgement to negotiate and obtain quotes
• marketing approximately 30% of the book of business
• Help customers understand their insurance policies/coverages and determine individual service needs
• Leads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Handles new quoting and issuing new lines of coverage without the involvement of a producer
• Recommend coverage to customers based on assessing the risk or risks they need to insure
• Acts as liaison between producer and customer by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Prepares and Completes Insurance Coverage Review’s if needed
• Ensures the Insurance Coverage Review is completed, returned and sent to the insured with an approved letter/email
• Analyzing contracts for certificates of insurance, issue certificates, and binders
• Reviewing for accuracy on all policies, changes/endorsements, audits, and documentations
• Preparing proposals, graphs, and service plans for customers
• Answering customer and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services
• Preparing all necessary applications and data for a complete submission to underwriters

• Maintain a current Property & Casualty License in all required states
• Must have experience working with residential communities such as HOAs and apartment complexes
• Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance
• other combination of work and/or education will be considered
• Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
• Familiarity with contracts and other provisions
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• AMS360 experience or skills to learn software program at an accelerated ability

AU or CIC Designation preferred

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts