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Commercial Lines Account Manager

Company: Houchens Insurance Group INC.
Location: Owensboro
Posted on: May 14, 2022

Job 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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