Commercial lines account manager job description

As a national company with over 185 locations in 26 states, we're always looking for talented individuals who want to further their career and grow with us.
The
Leavitt Groups
affiliate
Leavitt United Insurance Services
in
Napa, CA
is looking for a
Commercial Lines Account Manager
for their busy office.

The position will offer some flexibility, where you can work in a hybrid role, in the office, or Remote.

This position will work closely with the commercial lines manager in providing ongoing support to their commercial accounts.

Prior experience in working a book of winery industry clients and agriculture is preferred.


Responsibilities are assisting as follows:



Prepare the applications for the submission with underwriting information provided by the producer Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks Work with the service staff to meet timeline (deadlines) Work with assigned Account Executive on marketing procedures with discussed selected markets Follow up with Markets for quotations. Create the proposal under the direction of the Account Executive Create Proposal booklets Check for any discrepancy's b/w submission/quotation/proposal Make any proposal changes and quotations from client meeting with the producer directed by the Work with Producer to provide binders of insurance/Get client sign off Certificate issuance Check policies with Submission/quotation/proposal Invoice Check endorsements against Account Executive requests Issue auto ID Cards



Qualifications


Prior experience managing a book of commercial lines clients, prefer winery or agriculture experience Must have strong computer software and in using Microsoft Office i.e. Excel, Word Must have strong oral and written communication skills Must have experience with carrier rating software Must have a current P&C license 6-8 years of experience preferred Leavitt United Insurance Services , a Leavitt Group office offers a full benefits package including; $ 70,000-$100,00. Health Insurance Dental and Vision Insurance 401(k) with matching employer contributions. HSA and FSA Paid sick and vacation leave Leavitt.com/United

IS THIS YOU?

• Are you customer focused? You will need to make every client interaction stand out for its friendliness, professionalism, and helpfulness.
• Are you analytical? You will collect information about the client's business through a variety of methods to analyze risks then assess the client's insurance needs and help them with decisions on insurance coverage.
• Are you organized? You will need to stay focused on different tasks and use your time effectively and efficiently in order to be proactive and meet deadlines.
• Are you an excellent communicator? You'll be responsible for communicating to clients in the form of phone and email. Good verbal and written communication skills are essential to providing clear and concise information. In order to comprehend client's needs, you will also need to be a good listener. You will need to display empathy and leave a positive impression with the client.
• Are you a team player? You will need to be easy to work with and be willing to help others when the moment calls for it. The agency's success depends on our ability to work together seamlessly.

WHAT YOU NEED

• An active Property and Casualty license issued by the Texas Department of Insurance. You are also required to fulfill your continuing education requirements to maintain your active license status.
• Two to three (2-3) years' experience of Commercial Account Manager/CSR experience for an insurance agency.
• Thorough knowledge of commercial insurance policies and coverages.
• Proficiency in Microsoft Office Word, Excel, and Outlook a plus.

WHAT YOU'LL GET

The culture at Watkins Insurance Group is about building relationships with each other, our clients, and our community. We adhere to our core values to sustain a culture of service. As a Watkins Insurance Group employee, you will receive a strong total reward packages which includes competitive pay. All full-time employees are eligible to receive benefits on the first of the month following employment. We are proud to provide a benefits and work environment package that will help our employees enjoy their work and life. Click here to learn about the benefits package.

American Insurance Administrators, Alera Group company is seeking a Commercial Lines Account Manager to join their Property & Casualty team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you're looking for, this is your chance to be part of an amazing organization!
Headquartered in Mechanicsburg in Central Pennsylvania since 1987, American Insurance Administrators, LLC became part of Alera Group, Inc in 2017. AIA is comprised of three divisions namely property & casualty, broker solutions, and employee benefits but are all one company reflecting a strong one-company story. They employ approximately 85+ employees.
As an Account Manager , your primary responsibility is to serve as the day-to-day expert on a Commercial Lines book of business and be the primary point of contact for clients. The Account Manager will assist in preparing and negotiating renewal documents, maintaining client databases, records management, project-specific assignments, and other responsibilities supporting the client. In this position, successful candidates need to maintain a positive attitude and provide a high level of support in obtaining, maintaining, expanding and servicing our commercial lines clients.
Responsibilities
Client Service

Handle telephone requests and correspondence in reference to assigned clients and respond within 24 hours of receipt
Prepare and process all requests for mid-term certificates of insurance, endorsements, and auto identification cards as required within 24 hours of request
Type and issue binders of insurance as required within 24 hours of request
Assist prospects/insureds until a producer is available
Prepare memo/letter of explanation of audits and/or endorsement changes
Production Support
Produce and review the monthly expiration list for assigned clients with the producer 120 days prior to expiration
Prepare applications for all assigned new and renewal business. Forward completed submission to designated carriers and/or rate the submission in our office following the company's underwriting guidelines/criteria according to established time frame
Rate and complete endorsement, cancellation, additional or return premiums as required within 72 hours of request
Assist and prepare formal proposals of insurance within time frame established with producer
Keep producers fully informed of all important activities on their accounts, including being sensitive to potential problems and informing management
Process claims in the absence of our claims department
Automation
Accurately maintain all client activity in the agency automation system
Maintain suspense items within 72 hours of diary date
Maintain accurate and update client file with proper imaged documents
Accounts Receivable
Comply with all aspects of the agency's billing, accounts receivable and collections policy
Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure
Keep current on rates, forms and coverage changes through circulars and bulletins, trade publication and seminars and schools offered.
Qualifications
Knowledge and Critical Skills:

Strong work ethic with very high standards for both quality and quantity of work.
Ability to learn technical material related to insurance regulations, processes and related technology systems.
Solution-oriented when dealing with clients, team members and internal departments.
Strong relationship management skills with both internal and external customers; behavior consistently reflects the best interest of the client and team.
Ability to both work independently and in a team-based environment.
Demonstrated project management skills and highly responsive in meeting clients' needs and timelines.
Self-motivated and proactive in organizing work and anticipating issues in advance.
Strong written and verbal communication skills.
Demonstrates proficiency with necessary technology and software, specifically Adobe, Microsoft Office.
Ability to multi-task, establish priorities, maintain organization and attention to detail in a changing environment.
Educational and Work Requirements:

5-7 years of experience in property and casualty insurance.
Resident Producer License in Property and Casualty.
Equal Opportunity Employment
We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying. #pando IQ