Commercial Lines Account Manager (Remote) - STRADA Search Group
Troy, MI
About the Job
Commercial Lines Account Manager
Location
- Fully Remote for EASTERN TIME ZONE ONLY (excluding Michigan and New York)
Compensation
- $65,000-85,000 (discussed in conjunction with knowledge and experience)
- Overtime Pay
- 401K Plan
- Paid time off
- Medical
- Dental
- Vision
- Disability
- Life and long-term care
Descriptive Summary
A Commercial Lines Account Manager for an independent insurance and surety provider in Michigan. The Account Manager assists in the production of new accounts and the retention of existing accounts. This individual is part of the Commercial Lines team and provides prompt, efficient and high-quality service to customers in support of Producer/agency activities.
Key Accountabilities
- Take initiative and strive to perform beyond company customers’ (external & internal) expectations
- Communicate and deliver the value that the company brings to even the most challenging customers
- Build and maintain the highest degree of relationships between customer, producer, agency, and company personnel
- Foster effective working relationships within the team, with Producers, and across agency locations and departments ensuring the overall success of the agency
- Enable growth of agency revenue by securing new business through referrals, cross-selling, and up-selling
- Retain existing customers by performing stewardship initiatives implemented by the Producer or Commercial Lines Manager to deliver an exceptional customer experience
Essential Duties
- Maintain knowledge of new developments or changes with carriers and new federal/state laws that may affect our customers’ insurance programs.
- Responsible for the direct handling of existing accounts, responding to time sensitive needs with urgency and the highest degree of care. Works in accordance with Producer as necessary.
- Research and analyze data contributing to the development and enhancement of a customer’s insurance program and recommend the appropriate coverage.
- Process service requests (policy changes, certificates of insurance, billing, etc.) and prepare/modify documents (correspondence, reports, memos, emails, etc.), delivering the highest quality to customers.
- Perform data entry functions in agency management system and/or specific rating and underwriting systems ensuring accuracy.
- Prioritize projects, possess attention to detail, achieve service standards, and meet deadlines.
- Responsible for following procedures and unified processes, constantly achieving positive outcomes for both internal personnel and external customers alike, ensuring extraordinary customer satisfaction and utmost departmental efficiency.
- Secure and properly handle all private/sensitive agency and customer information (medical, social security numbers, drivers’ licenses, financials, etc.) at all times.
- Maintain compliance with all company policies.
- Pursue a program for professional and personal development.
- Perform other related duties as directed to meet the ongoing needs of the organization.
Experience & Qualifications
- 5+ years of Commercial Lines Account Manager experience
- Property & Casualty License required
- Professional Designations encouraged
- Working knowledge of all Commercial Lines products
- Excellent organization, planning, and prioritization skills
- High level of computer proficiency
- Work equally well independently and as a team
- Excellent written and verbal communication skills
- Strong analytical, problem solving and judgment skills
- Self-starter and results-oriented team player with a constant focus on improving process
- Ability to work efficiently with little direction in fast-paced environment
- Working knowledge of AMS360 account management system is preferred
***All inquiries are confidential****
Source : STRADA Search Group
