Commercial Lines Account Manager
Company: Houchens Insurance Group INC.
Location: Owensboro
Posted on: May 14, 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. PI177191318
Keywords: Houchens Insurance Group INC., Owensboro , Commercial Lines Account Manager, Executive , Owensboro, Kentucky
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