Triangle Risk Advisors, Inc.
Account Manager - Commercial Lines
Triangle Risk Advisors, Inc., Fayetteville, North Carolina, United States, 28305
ACCOUNT MANAGER - COMMERCIAL LINES
Position Description
Responsibilities
Provide service and marketing/placing expertise to assigned accounts.
Support agency and assigned producers by placing and processing new business and renewals.
Retain renewals through provision of quality service.
Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals.
Performance Standards
Meet agency''s target goals for client service including zero backlogs in account servicing for all transaction processing.
Renewal retention, sales including new business production and referrals, and account development including cross selling and up-selling.
Collections and meeting agency’s productivity goals.
Provide support to producers to facilitate account growth.
Qualifications
Property casualty commercial lines and bond product knowledge and risk management expertise with at least five (5) years'' experience.
Good oral and written communication skills.
Technical and client relations expertise.
Good organizational skills.
Property casualty license required.
Agency management system computer skills required.
College degree, CISR, ACSR, CIC or CPCU preferred.
Duties
Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
Respond to client inquiries, incoming mail, company requests, and producers’ needs on a timely basis.
Collect renewal data on assigned accounts, visiting clients if necessary.
Review and order renewals according to agency procedures.
Survey policy coverages and identify cross-selling and upgrading opportunities.
Review, analyze, and submit applications to insurance companies.
Follow agency''s underwriting guidelines.
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
Review new business, renewals, endorsements to insure items were received as ordered.
Prepare billing following agency''s credit and collections policies.
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.
Maintain knowledge of policy provisions and any changes in these provisions.
Maintain client risk files on computer system and use computer system for all processing transactions.
Participate in any special projects at management''s request.
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Responsibilities
Provide service and marketing/placing expertise to assigned accounts.
Support agency and assigned producers by placing and processing new business and renewals.
Retain renewals through provision of quality service.
Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals.
Performance Standards
Meet agency''s target goals for client service including zero backlogs in account servicing for all transaction processing.
Renewal retention, sales including new business production and referrals, and account development including cross selling and up-selling.
Collections and meeting agency’s productivity goals.
Provide support to producers to facilitate account growth.
Qualifications
Property casualty commercial lines and bond product knowledge and risk management expertise with at least five (5) years'' experience.
Good oral and written communication skills.
Technical and client relations expertise.
Good organizational skills.
Property casualty license required.
Agency management system computer skills required.
College degree, CISR, ACSR, CIC or CPCU preferred.
Duties
Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
Respond to client inquiries, incoming mail, company requests, and producers’ needs on a timely basis.
Collect renewal data on assigned accounts, visiting clients if necessary.
Review and order renewals according to agency procedures.
Survey policy coverages and identify cross-selling and upgrading opportunities.
Review, analyze, and submit applications to insurance companies.
Follow agency''s underwriting guidelines.
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
Review new business, renewals, endorsements to insure items were received as ordered.
Prepare billing following agency''s credit and collections policies.
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.
Maintain knowledge of policy provisions and any changes in these provisions.
Maintain client risk files on computer system and use computer system for all processing transactions.
Participate in any special projects at management''s request.
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