BakerHopp Insurance Group · 2 months ago
Commercial Insurance Account Manager
BakerHopp Insurance Group is a company that believes in creating partnerships through insurance, having served businesses for over 100 years. They are seeking a Commercial Insurance Account Manager to be the primary point of contact for a designated book of business, ensuring client satisfaction through excellent service and effective account management.
Commercial InsuranceEmployee BenefitsInsuranceRisk ManagementService Industry
Responsibilities
Primary contact for client service
Attend client meetings as requested
Manage annual renewal process including: obtain and negotiate renewal quotes. prepare proposal, bind coverage and update EPIC
Remarket renewal if necessary
Experience modification analysis (using ModMaster) by request
Final review of processed policies
Insured contract review
Manage non-pay notices and process finalized cancellations
Invoice agency bill policies and endorsements
Follow up calls to carriers and insureds for information requests
Maintain knowledge of markets
Cross sell additional lines of coverage when appropriate
Obtain change information from insured, request endorsements, update EPIC and send confirmation to insured as needed
Check and process audits – as needed
Back-up departmental teammates
Create Renewal Questionnaire, send to insured and follow up – as needed
Order loss runs and experience mods for renewals – as needed
Prepare replacement cost estimator reports – as needed
Prepare renewal submission to incumbent carrier – as needed
Policy processing – as needed
Issue certificates – as needed
Report claims to carriers and manage claim process to resolution – as needed
Complete professional, agency standard new business submissions to carriers and agree to need by dates and other expectations from producers
Submit and follow up with carriers as to status of quotes, communicate with producers regarding additional info needed and status of account
Responsible for rating of new and remarketed business and negotiate pricing, terms and conditions
Prepare proposals, deliver to Producers and attend new business meetings when requested
Bind new business with the carriers and follow New Business Binding Checklist
Attend internal and external assigned carrier meetings, maintain assigned carrier Agency Library file and provide input to Director of Client Service, CEO and Producers about new opportunities in the marketplace
Build and maintain excellent relationships with carriers based on trust and mutual production goals
Responsible for updating and maintaining commercial lines new business report for your assigned book of business and new business opportunities
Qualification
Required
Valid Property & Casualty License
5+ years' commercial lines experience
Excellent oral and written communication skills
Preferred
CISR, CIC, CRM or CPCU designation preferred
EPIC, CSR24 and Indio experience preferred but not required
Company
BakerHopp Insurance Group
BakerHopp Insurance Group is a leading risk management and insurance firm serving businesses and individuals.
Funding
Current Stage
Early StageCompany data provided by crunchbase