Senior Account Manager - Commercial Lines
Arlington Heights
Independent Insurance Agency
Senior Account Manager - Commercial Lines
SENIOR ACCOUNT MANAGER - COMMERCIAL LINES
WE NEED YOU! COME BE PART OF OUR TEAM!!
PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Commercial Lines accounts, Including but not limited to:
* Maintaining a high level of client service and satisfaction
* Marketing & placement of renewal accounts as appropriate
* Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
QUALIFICATIONS & EDUCATION:
* Property & Casualty Insurance License required
* Completion of CISR or ACSR designation a plus
* Minimum 6 years of experience working in commercial lines
* Extensive complex knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through our agency
* Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes
* Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel. Also document management software and carrier proprietary systems
* Familiarity with risk assessment and risk management techniques
* Excellent time management, organizational and verbal and written communication skills
* High degree of self-motivation problem-solving skills and self-direction
DUTIES:
* Support Producers’ sales efforts by handling accounts
* Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
* Maintain electronic client files and ensure proper documentation, by requesting endorsement changes, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
* Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
* Review all items to be processed, to insure items were received as ordered.
* Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
A few things about us:
* We work really hard and love what we do!
* 37 1/2 -hour workweeks (We mean it. Work-life balance is a real thing here!)
* PTO
* Work from home option up to 3 days a week
* 401 (k) match on first 4%- after 6 months of service
* Full benefits
* We've been around for 94 years. We're looking for people to join our team as we go to the next level!
* Local independent insurance agency serving families and businesses in the Chicago area