Commercial Lines Account Manager

AP Insurance Brokers – Commercial Lines Account Manager

JOB POSTING : Commercial Lines Account Manager Position (AP Insurance Brokers)

Posted : September 1, 2020

Deadline : November 1, 2020

AP Insurance is always looking for talent in the Insurance Industry! We are accepting applications for experienced Commercial Account Managers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producers in obtaining, maintaining, and expanding business.

Responsibilities :

• Responsible for managing a renewal book of business
• Works closely with Producers to review accounts
• Initiate Account Planning with Producer 100 days in advance of the renewal
• Set clear expectation for client and business partners by providing same day response time
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Develops new business from existing accounts and assigned leads
• Identifies and follows-up on cross-selling opportunities when appropriate
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., 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
• Maintain up-to-date broker management system and workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• May participate in or conduct client meetings when necessary
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients and staff

Requirements :

• Minimum 3 years of commercial insurance experience required
• R.I.B.O license required
• Working towards C.I.P. or C.A.I.B. designation
• Superb interpersonal skills and attention to detail
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and Powerbroker

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