Associated Agencies Inc
Senior Account Manager - Commercial Lines
Associated Agencies Inc, Cincinnati, Ohio, United States, 45208
Description
Works closely with Producers and other Associated personnel on all aspects of client procedures.
Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
Act as a liaison between clients and insurance carriers to resolve any client service issues.
Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate
Requirements
Resident Property and Casualty License, Required
10+ Years as an Account Manager with mid to large sized commercial lines experience, Required
Able to work independently with little guidance from Team Lead, Required
A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required
Knowledge and Skills
Knowledge of service standards and property and casualty policy coverage
Highly functional in Applied Systems EPIC
Proficient in Microsoft Word, Excel and Power Point
Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Detail orientated
Ability to prioritize and work independently
Ability to work in a team environment
Associated Benefits
Click HERE for benefits
Bonus eligibility
Hybrid work schedule
Salary Description $90,000.00 - $115,000.00
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Works closely with Producers and other Associated personnel on all aspects of client procedures.
Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
Act as a liaison between clients and insurance carriers to resolve any client service issues.
Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate
Requirements
Resident Property and Casualty License, Required
10+ Years as an Account Manager with mid to large sized commercial lines experience, Required
Able to work independently with little guidance from Team Lead, Required
A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required
Knowledge and Skills
Knowledge of service standards and property and casualty policy coverage
Highly functional in Applied Systems EPIC
Proficient in Microsoft Word, Excel and Power Point
Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Detail orientated
Ability to prioritize and work independently
Ability to work in a team environment
Associated Benefits
Click HERE for benefits
Bonus eligibility
Hybrid work schedule
Salary Description $90,000.00 - $115,000.00
#J-18808-Ljbffr