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Commercial Insurance Account Manager
2 months ago
Condominium Insurance Solutions is seeking an experienced Commercial Lines Account Manager to join our team. As a knowledgeable expert advisor in commercial insurance lines of business, you 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.
Key Responsibilities:- Manage a renewal book of business, working 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, coordinate, support plans, discuss arising issues, and create comprehensive plans for existing clients.
- Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals.
- Manage account documentation, including routine inquiries, 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.
- Ensure accurate and timely servicing and billing of accounts.
- 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.
Requirements:
- Minimum 5 years of commercial insurance experience required.
- O. license required.
- Solid understanding of policy wordings/coverages.
- Strong attention to detail, time management, problem-solving, and analytical skills.
- Advanced skills in Outlook, Excel, Word, and EPIC.
We value diversity, equity, and inclusion and are committed to providing accommodation upon request for applicants and employees with disabilities.
