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Commercial Lines Account Manager

Company: Houchens Insurance Group INC.
Location: Owensboro
Posted on: May 4, 2022

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.PI172745971

Keywords: Houchens Insurance Group INC., Owensboro , Commercial Lines Account Manager, Executive , Owensboro, Kentucky

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