Copy of Commercial Lines Account Manager I (R1)
Houchens Insurance Group INC.
Owensboro, KY 42301
Full-time
Job details
Job Type
Full-time
Full Job Description Description:
Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.
. Requirements:
50%
Client/Policy Services
Services Commercial Lines policies and builds relationships with insureds.
Responsibilities include:
• Maintaining direct communication and building relationships with insureds.
• Maintaining agency management database with current information and ordering corrections when necessary.
• Reviewing and invoicing policies and requesting changes.
• Obtaining updated underwriting information from clients.
• Analyzing quotes and finalizes proposals for accounts.
• Completing insured column of exposure analysis to serve the client.
• Generating summaries and proposals of coverage and reviews with Producer or client.
• Issuing binder, invoices, certificates and endorsements requests as needed.
• Keeping sales staff informed of delinquent accounts receivables.
• Assisting with file audits of smaller accounts.
• Documenting all correspondence, following up for necessary information updates at appropriate times, and keeping the client files organized and up to date.
• Maintaining compliance with all Commercial Lines service standards and procedures.
• Building relationship with insurance carriers.
• Developing Producer and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
• Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement.
• Completing other duties as assigned by Producer or Service Manager.
30%
Renewal Marketing
Markets groups with under $10,000 in revenue with no affiliation of a larger account and prepares formal renewal presentation.
Responsibilities include:
• Managing renewal time-line and renewal process.
• Working with clients for the purpose of gathering marketing data.
• Seeking opportunities for potential upselling of accounts including completing exposure analysis.
• Sending accounts to several markets for quoting including online quoting, if applicable.
• Reviewing, analyzing and comparing quotes vs. current coverage.
• Negotiating client renewals with carriers based on competitive information.
• Providing analysis for the Producer.
• Preparing a formal proposal for Producers to deliver to customers.
• Completing binding instructions.
• Completing issue instructions to companies and updating applications.
• Completing renewal in system and with client including binders, certificates of insurance, billing, auto ID cards, etc.
10%
Teamwork
Works together with team and with other departments, such as Marketing, Accounting, Claims, etc.; this includes discussing execution strategies with Producers. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by Manager. Manages PTO to work with departmental needs.
10%
Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.
PI160150717
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3 days ago
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