Commercial Lines Account Manager
Company: Houchens Insurance Group INC.
Posted on: May 12, 2022
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
Services Commercial Lines policies and builds relationships with
Maintaining direct communication and building relationships with
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
Generating summaries and proposals of coverage and reviews with
Producer or client.
Issuing binder, invoices, certificates and endorsements requests as
Keeping sales staff informed of delinquent accounts
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
Building relationship with insurance carriers.
Developing Producer and Service Manager confidence in job
knowledge, judgment calls, and awareness of current industry trends
Handling complex policy issues and finding resolution with minimal
Producer/Service Manager involvement.
Completing other duties as assigned by Producer or Service
Markets groups with under $10,000 in revenue with no affiliation of
a larger account and prepares formal renewal presentation.
Managing renewal time-line and renewal process.
Working with clients for the purpose of gathering marketing
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
Providing analysis for the Producer.
Preparing a formal proposal for Producers to deliver to
Completing binding instructions.
Completing issue instructions to companies and updating
Completing renewal in system and with client including binders,
certificates of insurance, billing, auto ID cards, etc.
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.
Displays commitment and initiative to meet department and agency
education goals as set forth in the organizations education
Keywords: Houchens Insurance Group INC., Owensboro , Commercial Lines Account Manager, Executive , Owensboro, Kentucky
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