The Business Insurance Acct Manager manages and services an existing book of Business Insurance clients. Develops and maintains favorable relationships with new and existing customers in order to increase revenue through cross sell opportunities. Responsible for renewing assigned book of business and onboarding new customers as assigned.
Responsibilities include but are not limited to:
Responsible for the servicing of a book of Business Insurance clients as assigned by Department Leader.
Responsible for analysis of policy terms and conditions, preparing detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients.
Responsible for renewing assigned policies to ensure they are issued in accordance with prescribed procedures, workflows and state departments of insurance. This includes detailed documentation in Applied EPIC management system.
Collaborate and support Producer and/or Account Executive on clients servicing needs, gathering of underwriting documentation and providing sales support.
May be primarily responsible for developing and maintaining relationships with assigned clients, in absence of an insurance producer and/or Account Executive.
Handling of client billings, policy changes, cancellations, and coverage inquiries.
Reviews policies to ensure accuracy, order correcting endorsements if needed, to avoid and eliminate potential errors and omissions.
Maintain proper level of communication with c
Required Skills:
Strong insurance technical skills -- must have knowledge of commercial property and casualty coverages, policy forms and the insurance industry marketplace.
Strong attention to detail and organizational skills to properly manage a book of Business Insurance accounts.
Strong communication skills -- directly works with VIS Departments, Producers, clients, insurance carrier and wholesale partners.
Proficiency with Microsoft Office and electronic agency management systems, Applied EPIC, CSR24, INDIO preferred.
Required Experience:
High School Diploma or GED and a minimum of 5 years demonstrated knowledge of Property & Casualty Insurance.
Agents or brokers' license for assigned markets/states.