Senior Account Manager - ISR

Overview: 

Responsible for servicing assigned commercial lines accounts, with a focus on marine insurance accounts with designated Producer.  Account rounding and development of new business as appropriate and in accordance with the practices, policies, and procedures of the Company. 

Responsibilities: 

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.

• Develop and maintain relationships with clients to ensure that all service needs are met.

• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.

• Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.

• Prepare client proposals based on client’s needs, rates and coverages. 

• Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.

• Maintain the accuracy of data in the agency management system.

• May handle collections of premiums due.

• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.

• Other responsibilities as assigned by Manager. 

Qualifications: 

• Five years' experience in commercial insurance.

• Thorough knowledge of commercial lines coverages and markets.

• Producer's license.

• Experience with Microsoft Office products.

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

• Ability to work independently and in a collaborative team.

• Strong attention to detail.

• Customer focused.