Commercial Lines Account Manager

Account Service Manager – Commercial LinesThe Account Service Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels.The ASM has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Service Manager is responsible for assisting clients with service needs and making the required changes to existing accounts. The ASM will work with the appropriate agency personnel to design and recommend proper insurance and risk management programs to Agency clients.ResponsibilitiesDevelops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutionsResearches an issues root cause, implements and resolves policy-related issuesUses discretion and independent judgment when analyzing industry trends and providing related Client guidance.Provides expertise in strategic planning and consultative advice to clients.Gathers and compiles exposure information from the Client.Establish an expertise in exposure evaluationParticipates in negotiations with carriers for new and renewal quotes with oversightReviews quotes, binders, and endorsements and makes requests for changes as neededReceives policy, then updates and completes policy check to ensure completenessInputs Client information into data management system, ensuring accuracy and completenessGenerates materials for Client presentations and meetingsCreates and sends compliance communications as neededPerforms other responsibilities and duties as neededQualificationsProperty and Casualty LicenseStrong to excellent communication skills are requiredStrong knowledge of Microsoft Office Suite (Outlook and Excel)Ability to complete continuing education requirementsAbility to comply with all company policies and procedures, proactively protecting confidentiality of client and company informationAbility to efficiently organize work and manage time to meet deadlines