Apply on Employer Site

Patriot Growth Insurance Services, LLC · 2 days ago

Commercial Lines Account Manager (Hybrid)

Attleboro, MA

Full-time

Hybrid

Mid Level

$66K/yr - $71K/yr

3+ years exp

Patriot Growth Insurance Services, LLC is a national insurance services firm focused on growth and operational excellence. The Commercial Lines Account Manager oversees client relationships, manages renewals, and ensures clients receive the best products and services to meet their needs.

Employee BenefitsInsuranceProperty Insurance

No H1B

Responsibilities

Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner

Pre-qualify new business per agency guidelines

Prepare and review registry transactions

Process new business, endorsements, and cancellations according to guidelines

Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly

Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet client’s needs

Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following up to ensure timely responses in conjunction with Producer

Explain audit procedures to clients and review interim reports for accuracy

Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and timely

Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company, and remarket when appropriate

Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes)

Follow-up on open activities in a timely manner

Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle

Maintain files in systems accurately and consistently in accordance with guidelines

Refer insureds to other departments for cross-sell opportunities

Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed