Commercial Lines Account Manager
HAWK Advisers
206 Williamson Road SE, Roanoke, VA 24011
Full-time
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Job type • Full-time
Location 206 Williamson Road SE, Roanoke, VA 24011
Benefits
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• Free parking
Full job description
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 opportunity to 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 account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Essential Duties:
• Support Producers’ sales efforts by handling accounts once bound
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered.
• 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.
• Participate in any special projects at management’s request.
Additional Duties:
• Participate in courses for insurance/sales skills
• Maintain current knowledge of carrier underwriting requirements
• Stay current with industry trends by reading appropriate journals and company bulletins
• Participate in any special projects at management’s request
• Supports and incorporates company mission and core values
• Excels in a team atmosphere and collaborative work environment
• All additional duties as assigned
Qualifications & Experience:
• Appropriate State license(s). Minimum 2-3 years’ insurance brokerage or equivalent experience.
• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
• Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction
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 opportunity to 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 account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Essential Duties:
• Support Producers’ sales efforts by handling accounts once bound
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered.
• 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.
• Participate in any special projects at management’s request.
Additional Duties:
• Participate in courses for insurance/sales skills
• Maintain current knowledge of carrier underwriting requirements
• Stay current with industry trends by reading appropriate journals and company bulletins
• Participate in any special projects at management’s request
• Supports and incorporates company mission and core values
• Excels in a team atmosphere and collaborative work environment
• All additional duties as assigned
Qualifications & Experience:
• Appropriate State license(s). Minimum 2-3 years’ insurance brokerage or equivalent experience.
• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
• Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction
HAWK Advisers