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Commercial Lines Account Manager

Company: Gulfshore Insurance Agency
Location: Naples
Posted on: August 1, 2022

Job Description:

Position Summary:

The Commercial Lines Account Manager, in cooperation with Client Advisor, is responsible for assisting new and renewal clients with service needs on accounts that generate generally more than $2,500 in annual commission. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. This is a 100% in house position.

Experience: (Type of work experience, minimum number of years of each).

High School diploma required. Must have a valid 220 license. Minimum 3 years commercial lines customer service experience or 1 year customer service representative experience and 2 years as a customer service assistant.

Special Technical and Administrative Knowledge:
Must have excellent computer skills and the ability to learn agency automation system and other automation/internet programs as required. Proficient in the use of windows based operating system and Microsoft Office products (2010 or above), including Word, Excel and Outlook. Strong typing skills. Effective communication skills, strong organizational skills, attention to detail, and ability to respond to requests effectively and efficiently.

Special Skills and Abilities:

Ability to learn agency automation system and internet programs as required. Can accurately copy data from one source to another. Must have the ability to read, understand, and interpret policy change requests and communicate the request clearly to the insurance company. Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately. Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff. Interacts with others effectively, cooperates positively and provides information and guidance as needed to contribute to the business efforts of the agency.

Unique Duties/Responsibilities:
Essential Functions include the following. Other duties may be assigned.

  • Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
    • Provide in house customer service to clients as assigned and requested.
    • Review aged receivables and send out direct notice of cancellation per agency procedures. Through service touch points, review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account.
    • Review with Client Advisor and invoice all audits. Follow company directions for disputed audits.
      • Provide service and support to Client Advisors on existing accounts and assist them in their delivery of commitments to clients.
        • Initiates renewal reviews and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverage's to avoid potential E&O issues.
          • Process surplus lines agency bill renewals and re-market to an admitted carrier whenever possible.
          • Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.
          • Re-marketing of a renewal to provide best option(s) available to client in current market conditions.
          • Review and underwrite renewals for the Cincinnati Insurance Company and provide renewal instructions to Account Service Assistant in compliance with company guidelines.
          • Receive and review cancellations and act to save accounts. Determine necessary action, and notify Client Advisor as necessary.
            • Maintains client accounts on agency automation system, documents conversations, properly attaches documents to on On-Base, sends confirmations to insureds and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. All of this is done in a manner to avoid potential E&O issues.
              • Participate in seminars and other training for knowledge and skill development.
              • Some training of other employees may be required.
              • Provide backup in other areas as assigned.
              • Perform other duties and special projects at Managements request.
              • Help develop efficiencies in automation and paper flow.
              • Keep Client Advisors fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts.Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.

Keywords: Gulfshore Insurance Agency, Cape Coral , Commercial Lines Account Manager, Executive , Naples, Florida

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