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CivicMinds, Inc · 18 hours ago

Commercial Lines Account Manager

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level

5+ years exp

CivicMinds, Inc is looking for a Commercial Lines Account Manager to market, service, develop, and retain assigned accounts. The role involves performing risk analysis, negotiating with insurance companies, and assisting in preparing presentations for key accounts.

Information Technology

Hiring Manager

Vidhi Y.

Responsibilities

Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments

Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, collect payments, and resolve service problems

Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer

Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed

Negotiate with the insurance companies for the most proper coverage options and competitive prices

Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects

Attend sales meetings and keep abreast of all new sales programs

Maintain client files on the computer system and use a computer system to perform all transactions

Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions

Refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business

Participate in seminars and other training to maintain required licenses and for knowledge and skill development