Commercial Lines Account Manager Small Biz Natchitoches
An Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner. An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures.
They must have a working knowledge of all lines of commercial insurance, and be able to coordinate, review and monitor all technical support necessary for the servicing of client accounts, including but not limited to:
- Compile and organize all client information necessary to manage and process new and renewal business.
- Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
- Be able to discuss coverages, options and assist client in the decision-making process. Recommend coverage enhancements when appropriate.
- Assist with oral and written presentations to clients and prospects as necessary.
- Obtain customer feedback and take appropriate action; document all customer and carrier conversations.
- Monitor strategy reports and/or expiration lists and initiate the renewal process.
- Meet marketing goals for timing of new and renewal submissions.
- Input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries and other output.
- Prepare Proposals.
- Assist with collection of premiums due.
- Work as an active member of the department and maintain high staff relationships at all times.
- Communicate and coordinate with Account Executives & Producers.
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