Commercial Lines Account Manager - The Gallagher Search Group

Position: Account Manager

Department: Commercial Lines

Objective: Under direction from the Commercial Lines Manager, provide support in obtaining,maintaining, and servicing commercial accounts for our client.

Duties:

● Assist producers in assessing risk, quoting and selling new business accounts

● Review producer applications for completeness, accuracy, veracity and signatures

● Arrange and prepare premium finance contracts as necessary

● Utilize agency management system and carrier websites to process new business, renewals, endorsements,audits, cancellations, certificates of insurance, auto ID cards, evidence of insurance, broker of record lettersand claims in a timely manner

● Provide superior customer service to book of business assigned to you by anticipating and responding tocustomer needs in a timely and professional manner

● Utilize agency management system to document all activities

● Analyze policy coverage and make or suggest changes as appropriate; review policies and related documentsfor accuracy

● Coordinate the marketing and placement of coverage with participation of Producer, New BusinessMarketing Coordinator and/or Commercial Lines Manager

● Communicate and interact with company personnel as appropriate

● Maintain, interact and nurture client and company relationships

● Comply with laws and regulations that apply to the position

● Premium billing when Company download or direct entry not available

● Accept and process payments from clients when necessary

● Prepare proposals, renewal portfolios, and related items for Producer presentation/delivery

● Maintain customer files

● Participate in seminars and classes for skill, knowledge, and professional development. Maintain ContinuingEducation requirements as needed to hold license.

● Follow established agency policies and procedures

● Be an effective and dependable team member, able to express and solicit opinions, seek solutions, andsuccessfully bring objectives to conclusion.

● Perform other duties as requested by management

Authority:

● PA Property Casualty License is required

● Authorize Commercial Lines coverage binding within authority granted by the carrier

● Discuss and negotiate coverage with company underwriters

● Advise producers when contact with client or company is required

● Accept payments from customers within company authority

● Obtain customer signatures on documents as needed

● Recommend changes in procedures based on observance of daily activities

Performance Measurement Criteria:

● Timely completion and submission of required reports to management

● Degree of adherence and compliance with Agency procedures, personnel policies and accounting practices

● Degree and quality of professional development

● Adherence to company binding authority guidelines

● Degree to which service standards have been maintained

● Ability to maintain positive and productive relationships with producers, staff, clients and carriers

● Knowledge and utilization of agency systems and company proprietary websites