73 applicants
Risk Strategies · 4 days ago
Commercial Lines Account Manager
United States
Full-time
Remote
Mid Level
4+ years exp
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Responsibilities
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Develops an understanding of the clients’ business priorities and risk management needs.
Gathers information on exposures and operations to prepare submission and coverage specifications as needed.
Utilizes knowledge of industry and markets in preparing underwriting specifications and negotiating pricing/coverage objectives.
Prepares and participates in client proposals and presentations.
Provides quality day-to-day service on client deliverables.
Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues.
Invoices and tracks for monies due until received from clients.
Key liaison coordinating processes and activities supported by other team members e.g. Certificates of Insurance, Auto ID cards and, Surplus Lines filings, etc.
Develops carrier/vendor relationships and stays abreast of products and offerings through our carrier and vendors partners
Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in accordingly
Qualification
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Required
Current Property & Casualty Producer License
4-5 years’ experience with middle market commercial property & casualty accounts
Must be able to apply account management concepts, practices, and procedures
Superior skills in Microsoft Word/Excel and Adobe Acrobat-full version
Excel in a demanding and fast-paced work environment; meet multiple deadlines consistently
Demonstrates thoroughness, an attention to detail and concern for quality in performing all tasks
Ability to communicate professionally with clients and develop strong client relationships
Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance
Skills: client focus, excellent communication skills – written and verbal, organized, self-starter, resourceful, positive, good-humored personality, polished professional, thirst for knowledge
Preferred
Professional designation: CPCU, ACI, CRM, ARM preferred
College degree, preferred
Experience with construction accounts preferred
AMS360 and/or ImageRight/WorkSmart, preferred
Company
Risk Strategies
Risk Strategies is a workplace risk assessment and management consultancy offering workers compensation and safety management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
