Keystone Insurers Group
Commercial Lines Account Manager
Keystone Insurers Group, Roanoke, Virginia, United States, 24000
HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia. Businesses, families,and individuals depend on HAWK Advisers to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the vast insurance landscape and decision-making process. Our mission is to be the most responsive and engaging provider of risk management and insurance solutions.
Job Summary:
The commercial lines account manager is responsible for providing exceptional customer service and supporting the needs of our business clients. The Account Manager is committed to providing the highest service and quality standards set forth by the agency. The is an exciting opportunityto join a well-established company and gain valuable experience working in a professional atmosphere. Why you should apply? Competitive compensation plus benefits Supportive and collaborative team environment Entrepreneurial, encouraging, and engaged leadership Modern work space equipped with onsite garage parking, breakroom, outdoor patio, and gym 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 accountrounding, up-selling of limits andcoverages, and by providing extraordinaryclient service Essential Duties: Uses company guidelines and independent judgement to prequalify accounts, recommend coverage, and cross-sell lines of business Prepares underwriting submissions for new and renewal business, including assistance with completing supplemental applications and ACORD applications Prepares insurance proposals for the sale and renewal of commercial lines business Maintains client files and ensure proper documentationby processing allpolicies, endorsements, binders, certificates of insurance, notices, etc. Negotiates terms and conditions with insurance carriers, including coverage and pricing. Issue requests to bind, endorse, and cancel coverage Prepares invoices, review audits, and collect forms of payment for insurance premium purposes Interacts with customers and carrier representatives, including handling service matters, complaints, disputes, and resolving grievances Responds and consults with customers by means of professional communication including e-mail, mail, phone, fax, text, and video conference Transacts customary business, run reports, quote, and setup activities using web based platforms and agency management systems Successfully complete continuing education and certification courses for professional licensing and development purposes Additional Duties: Always keeps a professional appearance, positive attitude, and tidy work area Ability to organize, prioritize and work under pressure at times; team player Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency Perform other miscellaneous duties as assigned Qualifications&Experience: Appropriate State license(s). Minimum 2-3 years’ insurance brokerage orequivalent experience. Extensive knowledge of all lines of commercial insurance, includingsophisticated and less commoncoverages, especially thoseproductsrepresentedthrough agency Thorough knowledge of brokerage operations includingclaims handling, procedures, commercial lines rating, agencymanagement system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document managementsoftware, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk managementtechniques Excellent time management, organizational and verbal and writtencommunication skills High degree of self-motivation and self-direction
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The commercial lines account manager is responsible for providing exceptional customer service and supporting the needs of our business clients. The Account Manager is committed to providing the highest service and quality standards set forth by the agency. The is an exciting opportunityto join a well-established company and gain valuable experience working in a professional atmosphere. Why you should apply? Competitive compensation plus benefits Supportive and collaborative team environment Entrepreneurial, encouraging, and engaged leadership Modern work space equipped with onsite garage parking, breakroom, outdoor patio, and gym 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 accountrounding, up-selling of limits andcoverages, and by providing extraordinaryclient service Essential Duties: Uses company guidelines and independent judgement to prequalify accounts, recommend coverage, and cross-sell lines of business Prepares underwriting submissions for new and renewal business, including assistance with completing supplemental applications and ACORD applications Prepares insurance proposals for the sale and renewal of commercial lines business Maintains client files and ensure proper documentationby processing allpolicies, endorsements, binders, certificates of insurance, notices, etc. Negotiates terms and conditions with insurance carriers, including coverage and pricing. Issue requests to bind, endorse, and cancel coverage Prepares invoices, review audits, and collect forms of payment for insurance premium purposes Interacts with customers and carrier representatives, including handling service matters, complaints, disputes, and resolving grievances Responds and consults with customers by means of professional communication including e-mail, mail, phone, fax, text, and video conference Transacts customary business, run reports, quote, and setup activities using web based platforms and agency management systems Successfully complete continuing education and certification courses for professional licensing and development purposes Additional Duties: Always keeps a professional appearance, positive attitude, and tidy work area Ability to organize, prioritize and work under pressure at times; team player Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency Perform other miscellaneous duties as assigned Qualifications&Experience: Appropriate State license(s). Minimum 2-3 years’ insurance brokerage orequivalent experience. Extensive knowledge of all lines of commercial insurance, includingsophisticated and less commoncoverages, especially thoseproductsrepresentedthrough agency Thorough knowledge of brokerage operations includingclaims handling, procedures, commercial lines rating, agencymanagement system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document managementsoftware, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk managementtechniques Excellent time management, organizational and verbal and writtencommunication skills High degree of self-motivation and self-direction
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