SUMMARY: The Service Account Manager is a member of our Commercial Lines Team reporting to the Director Client Services and Carrier Relations.
Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations.
You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Proactively manage the renewal process including but not limited to transmitting the submissions to market, negotiation of coverage’s and pricing, binding, invoicing, and updating detail in the system.
Provide prompt, courteous, professional, same day responses to clients’ and carriers’ requests received through phone, fax, email and co-workers.
Update the system to reflect changes.
Meet with “A” clients several times annually to develop stronger relationships between the account manager and the account manager’s direct client contact.
Coordinate with consultant to complete service schedules and stewardship reports on all BCH “A” and “B” accounts Invoicing of all renewals to be completed timely in the renewal month Held accountable to understand and comply with department and agency procedures QUALIFICATIONS: Must possess integrity, ability and willingness to continue to learn, have drive, ambition and a positive attitude.
Client-focused – interprets the handling of the clients’ calls, needs, requests to the clients’ satisfaction as the purpose for the existence of this job position Must possess the ability to be self-reliant and self-directed.
Exceptional attention to detail is required Analytical skills, good with numbers (math), good decision-making abilities, able to manage, organize and multi-task large volumes of work with the ability to delegate in a friendly demeanor.
Strong automation skills including the use of Microsoft Word and Excel.
EDUCATION and/or EXPERIENCE: Minimum High School Diploma or GED equivalent Minimum of 3-5 years commercial insurance agency experience as an account manager involved in mid-size commercial accounts (10,000-50,000 in revenue).
Currently holds, is in the process of obtaining or committed to obtaining an insurance designation such as CIC or CPCU.
Preferred, at minimum, Commercial Casualty and Property sections previously completed to either CIC or CPCU and INS, ACSR or CISR designation already obtained TECHNICAL SKILLS: Solicitors License or Texas Agent’s License is required.
Above average knowledge of Commercial Property and Casualty Coverages Working knowledge of Claims Made Coverage SPECIAL SKILLS AND ABILITIES: Strong verbal and written communication skills Good problem-solving skills Strong organizational skills Ability to work well in a team structure as a team member/team player SUPERVISORY SKILLS: N/A