[Hiring] Commercial Lines Account Manager @Acentria Insurance

Role Description

The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.

• Develops retention strategy and new business acquisition meetings with producer
• Gathers data from client: application, exhibits, narratives, and loss runs
• Works independently of Producers on placement of risk
• Works with team to develop marketing strategy and may submit to market
• Prepares new/renewal proposals
• Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
• Monitors and updates open items checklists/timelines
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Reviews contracts, recommends carrier transfer, and checks for compliance
• Identifies new exposures and develops cross sell opportunities
• Communicates with producer and team regarding client
• Analyzes client data to determine client needs
• Answers underwriting questions and help negotiate pricing and products
• Primary contact with client, besides producer
• Uses independent judgement to conceptualize solutions for client needs
• Ability to build good working relationships with clients and team members to work as a part of a team

Qualifications

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products

Requirements

• State issued Property & Casualty insurance license is required
• College degree or equivalent work experience
• 3-5+ years agency experience in designated field

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance, STD, LTD
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays