Cabot Risk Strategies, LLC · 3 days ago
Commercial Lines Account Manager
WOBURN, MA, US
Full-time
Onsite
Mid Level
$65K/yr - $95K/yr
3+ years expCabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to clients. The role of Commercial Lines Account Manager involves servicing commercial accounts, processing new business, renewals, and endorsements, while ensuring effective client communication and problem resolution.
ConsultingEmployee BenefitsInsurance
Responsibilities
Services all accounts (quotes, new business, renewals, contract reviews, endorsements and cancellations) as assigned by departmental management
Develops new business and renewal quotations and proposals for small and middle market commercial clients. Special projects upon request
Process and services specifically assigned new business and renewals within department and company underwriting guidelines. Processing and servicing includes invoicing and assuring proper completion of original applications
Reviews and analyzes all incoming applications and accompanying documentation; if further documentation is required will contact Client, Management, or Account Executive to assure timely completion
Assesses all inquiries by Client, routine and non-routine. Assures follow-up of all requests within service standards set by management
Reviews accuracy and completeness of any company audit and reconciles differences between Client and Company following the Account Manager Procedure Manual and AMS Procedure Manual
Keeps renewal expiration list updated and processes all renewals on a timely basis
Completes all invoicing, credit match-ups, etc., and outstanding collections
Qualification
Required
Excellent communication skills required
Superior critical analysis required, including the ability to evaluate and determine account acceptability
Organizational skills and the ability to prioritize work is critical
Knowledge of computers operation is essential
Knowledge of Word, Excel and AMS 360
At least three years of experience working with a company or agency Commercial Lines Department
State Producer's License required
Must have the ability to analyze and understand commercial insurance products, including but not limited to EPL, EBL, D&O, and bonding
Preferred
CIC, CPCU or equivalent participation/completion preferred
Company
Cabot Risk Strategies, LLC
Cabot Risk Strategies LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase