Insurica
Commercial Account Manager
The Commercial Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will assist Producers and Account Executives in the handling and processing of new and renewal commercial business and maintaining high service standards. Essential functions include: accurately completing applications for new and renewal business, preparing proposals and completing applications in coordination with producers, performing all necessary ratings sufficient for policy quotation and/or issuance, calculating the premium if the company-rating program is available, preparing proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status, maintaining follow-up and suspense files, requesting renewals, endorsements, and other needed data from the companies and insureds, checking new and renewal policies, endorsements, audits, and cancellations, determining reasons for requests for cancellations, receiving phone calls from clients and companies, participating in seminars and other training, reviewing all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions. Additional responsibilities include: other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. Knowledge, Skills, and Abilities
Must possess sound knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and write assigned client and prospect lists. Full knowledge of insurance markets is essential. Strong PC skills, with the ability to effectively utilize the agency's management systems. Ability to work within a fast-paced, changing priority environment. Self-motivated, with the initiative to prioritize and be self-directed. Regular and punctual attendance is required. Ability to communicate effectively, both verbally, and in writing. Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels. Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency. Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality. Qualifications
Property and Casualty license, as required by the State Department of Insurance. 2-4 Years of previous account management experience preferred. Bachelors degree preferred. CPCU or CIC designations preferred. Working Conditions and Reasonable Accommodations
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities. Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently. Ability to lift up to 20 pounds occasionally. Requires operation of a computer workstation, including keyboard and video display. All requirements may be modified to reasonably accommodate physical or mental impairment.
The Commercial Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will assist Producers and Account Executives in the handling and processing of new and renewal commercial business and maintaining high service standards. Essential functions include: accurately completing applications for new and renewal business, preparing proposals and completing applications in coordination with producers, performing all necessary ratings sufficient for policy quotation and/or issuance, calculating the premium if the company-rating program is available, preparing proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status, maintaining follow-up and suspense files, requesting renewals, endorsements, and other needed data from the companies and insureds, checking new and renewal policies, endorsements, audits, and cancellations, determining reasons for requests for cancellations, receiving phone calls from clients and companies, participating in seminars and other training, reviewing all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions. Additional responsibilities include: other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. Knowledge, Skills, and Abilities
Must possess sound knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and write assigned client and prospect lists. Full knowledge of insurance markets is essential. Strong PC skills, with the ability to effectively utilize the agency's management systems. Ability to work within a fast-paced, changing priority environment. Self-motivated, with the initiative to prioritize and be self-directed. Regular and punctual attendance is required. Ability to communicate effectively, both verbally, and in writing. Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels. Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency. Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality. Qualifications
Property and Casualty license, as required by the State Department of Insurance. 2-4 Years of previous account management experience preferred. Bachelors degree preferred. CPCU or CIC designations preferred. Working Conditions and Reasonable Accommodations
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities. Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently. Ability to lift up to 20 pounds occasionally. Requires operation of a computer workstation, including keyboard and video display. All requirements may be modified to reasonably accommodate physical or mental impairment.