Criterion Executive Search, Inc. · 4 months ago
Commercial Lines Account Manager Shreveport
Shreveport, LA
Full-time
Onsite
Entry, Mid Level
$65K/yr - $85K/yr
2+ years expCriterion Executive Search is a leading executive staffing and recruiting firm with a strong focus on the insurance industry. They are seeking a Commercial Lines Account Manager to manage the servicing, maintenance, and retention of an assigned book of business, ensuring timely and professional client service.
ConsultingProfessional ServicesRecruitingStaffing Agency
Responsibilities
Perform all tasks in the day-to-day servicing, maintenance, and retention of assigned book of business in a timely, accurate, and professional manner
Must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures
Have a working knowledge of all lines of commercial insurance and be able to coordinate, review, and monitor all technical support necessary for the servicing of client accounts
Compile and organize all client information necessary to manage and process new and renewal business
Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required
Be able to discuss coverages and options and assist the client in the decision-making process
Recommend coverage enhancements when appropriate
Assist with oral and written presentations to clients and prospects as necessary
Obtain customer feedback and take appropriate action; document all customer and carrier conversations
Monitor strategy reports and/or expiration lists and initiate the renewal process
Meet marketing goals for timing of new and renewal submissions
Input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries, and other output
Prepare Proposals
Assist with collection of premiums due
Work as an active member of the department and maintain high staff relationships at all times
Communicate and coordinate with Account Executives & Producers
Qualification
Required
2-3 yrs insurance experience
AMS360 experience
Excellent computer technical skills
Licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures
Working knowledge of all lines of commercial insurance
Ability to coordinate, review, and monitor all technical support necessary for the servicing of client accounts
Ability to compile and organize all client information necessary to manage and process new and renewal business
Ability to respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required
Ability to discuss coverages and options and assist the client in the decision-making process
Ability to recommend coverage enhancements when appropriate
Ability to assist with oral and written presentations to clients and prospects as necessary
Ability to obtain customer feedback and take appropriate action; document all customer and carrier conversations
Ability to monitor strategy reports and/or expiration lists and initiate the renewal process
Ability to meet marketing goals for timing of new and renewal submissions
Ability to input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries, and other output
Ability to prepare proposals
Ability to assist with collection of premiums due
Ability to work as an active member of the department and maintain high staff relationships at all times
Ability to communicate and coordinate with Account Executives & Producers
Company
Criterion Executive Search, Inc.
Since 1981, Criterion Executive Search has built a reputation as a premier national recruiting firm, connecting exceptional talent with opportunity.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Planeta
Partner / Owner
Company data provided by crunchbase