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Company

Original Job Post

Acrisure · 2 days ago

Commercial Lines Account Manager

Fort Lauderdale, FL

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.

Provide in house customer service to clients as assigned and requested.

Review aged receivables and send out direct notice of cancellation per agency procedures. Through service touch points, review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account.

Review with Client Advisor and invoice all audits. Follow company directions for disputed audits.

Provide service and support to Client Advisors on existing accounts and assist them in their delivery of commitments to clients.

Initiates renewal reviews and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.

Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.

Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.

Remarketing of a renewal to provide best option(s) available to client in current market conditions.

Review and underwrite renewals for the Cincinnati Insurance Company and provide renewal instructions to Account Service Assistant in compliance with company guidelines.

Receive and review cancellations and act to save accounts. Determine necessary action, and notify Client Advisor as necessary.

Maintains client accounts on agency automation system, documents conversations, properly attaches documents to on On-Base, sends confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. All of this is done in a manner to avoid potential E&O issues.

Qualification

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Commercial lines customer serviceComputer skillsAgency automation systemWindows operating systemMicrosoft OfficeTyping skillsPolicy interpretationDelegate workSupport staffBusiness contributionProblem-solvingHard-workingEffective communication organizationalAttention to detailInterpersonalCooperation

Required

High School diploma required

220 license required

Minimum 3 years commercial lines customer service experience or 1 year customer service representative experience and 2 years as a customer service assistant

Must have excellent computer skills and the ability to learn agency automation system and other automation/internet programs as required

Proficient in the use of windows based operating system and Microsoft Office products (2007 or above), including Word, Excel and Outlook

Strong typing skills

Effective communication skills

Strong organizational skills

Attention to detail

Ability to respond to requests effectively and efficiently

Ability to learn agency automation system and internet programs as required

Ability to read, understand, and interpret policy change requests and communicate the request clearly to the insurance company

Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately

Ability to pay close attention to detail

Respond to multiple requests effectively

Delegate work efficiently to support staff

Interact with others effectively

Cooperate positively

Provide information and guidance as needed to contribute to the business efforts of the agency