POSITION OVERVIEW:

Our client is hiring for an experienced Commercial Lines Account Manager who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

RESPONSIBILITIES:

• Responsible for managing a renewal book of business
• Works closely with Producers and other Condo Insurance staff on all aspects of client service, marketing, and renewal while adhering to Condo Insurance best practices and standard procedures.
• Initiate Account Planning with Producer 100 days in advance of the renewal
• Maintain a retention rate of 95% or higher on your Book of Business
• Set clear expectation for client and business partners by providing same day response time.
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• May participate in or conduct client meetings when necessary
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients, staff, other Condo Insurance departments and offices
• Other duties as assigned

REQUIREMENTS:

• Minimum 5 years of commercial insurance experience required
• R.I.B.O. license required
• C.I.P. or C.A.I.B. designation(s) preferred
• Client development/relationship management experience
• Solid understanding of policy wordings/coverages
• Ability to mentor others and proven negotiation skills
• Strong attention to detail, time management, problem solving and analytical skills
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and EPIC