Craig Bradford Associates · 2 days ago
Commercial Lines Account Manager
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Insider Connection @Craig Bradford Associates
Responsibilities
Issue certificates of insurance as well as endorsements
Ordering, pulling loss-runs
Develop, maintain, and strengthen strong working relationships with clients, underwriters, and carrier representatives.
Fields and responds promptly to inquiries from clients, carriers, Producers, attorneys, and accountants.
Support ownership of customer concerns and feedback until the resolution is successfully accomplished.
Attends pre‐renewal meetings and discusses renewal exposures and strategy with clients.
Assist in the new & renewal activities from start through close.
Assist in preparing proposals, application, and other necessary policy records in coordination with Producers.
Prepares summaries of insurance, schedules and proposals needed for account review.
On-line quoting; verifies accuracy and facilitates corrections, as needed between client and carrier.
Assist with pre‐audit analysis and meets with client and carrier personnel at audits and inspections.
Qualification
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Required
Minimum 1 years in the P&C industry
P&C license required
EPIC agency Mgt experience is A+
BA or BS or relevant industry experience
Proficient in Microsoft Office
Ability to work collaboratively