Alera Group
This listing was posted on Broadbean.
Commercial Account Manager
Location:
Lebanon, PA
Description:
OVERVIEW Zinn Insurance, an Alera Group Company is seeking a Commercial Lines Account Manager to join our Commercial Insurance Service team!Who is Zinn?We are a thrird generation Independent Insurance Agency, providing both Commercial and Personal Insurance solutions to the Lebanon and surrounding counties; we can create an insurance solution tailored to our clients' individual and specific needs. With cutting-edge technology and access to more than 60 carriers, we are positioned to provide solutions-based resources that continually meet Clients' unique and evolving needs.RESPONSIBILITIESAs a Commercial Lines Account Manager, your primary responsibility is to serve as the day-to-day expert on a mixed book of Commercial Lines business (premium threshold averages less than $25k) and be the primary point of contact for Clients. The Account Manager will assist in preparing and negotiating renewal documents, maintaining client databases, records management, project-specific assignments, and other responsibilities supporting the Client. In this position, successful candidates need to maintain a positive attitude and provide a high level of support in obtaining, maintaining, expanding, and servicing our Commercial Lines Clients. * To take ownership and responsibility for the client relationship to assure client retention and loyalty. Oversee all aspects of client service to make sure requests are fulfilled accurately, promptly, and professionally. * Make sure claims are settled quickly and fairly. * Earn the confidence and respect of the client and their management team to be the first point of contact for clients after the sale. * Keep the Producers free to focus on attaining new clients for the team. Support the Producers in attaining business. * Cross Service within the department as needed. * Grow and develop your insurance knowledge to the highest level possible. * Make sure client's risk exposures are identified and insurance solutions are secured and/or recommended through the risk management process.New Business * Prepare and market submissions for new business quotes and /or complete in-house rating when applicable. * Compiling and reconciling carrier proposals making sure coverage was quoted as requested. If not, follow up accordingly. * Completing proposal and compiling any supporting materials for Client presentation. * Accompany Producer on Prospect visit as requested to introduce client service team. * If written, oversee securing apps and documents needed to bind and issue policies. Issue binders, EPI, COI, ID cards, and any documents needed to verify coverage. * Oversee the execution and fulfillment of any Client Service Plan.Retention * Oversee client service activities of assigned accounts including but not limited to: * Initiate, screen, and prepare endorsement requests for Commercial Lines clients. * Prepare and process cancellations when required. * Prepare and process all requests for certificates of insurance as required within 24 hours of the request. * Review all applications, policies, endorsements, and audits for accuracy. * Setup and prepare new account files per agency procedures. * Invoice all premium-bearing transactions. * Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure. * Prepare account summaries as required. * Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements. * Deliver policies, and related documents to the insured as needed. * Maintain suspense items promptly. * Prepare expired policies for filing in dead files. * Maintain all client activity in the agency automation system. * Complete annual Account Review of exposures to align and propose coverages accordingly. Service accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. * Execute the client's Client Service Plan. * Assist in the Risk Management and Safety efforts of the client as needed. * Manage the renewal process to assure fulfillment of the Renewal Process. * Secure renewal information from the client * Coordinate the marketing of renewal and securing renewal terms from the current carrier, reconciling proposals to requested specifications. * Evaluate loss experience and identify how the agency could assist in the mitigating reoccurrence of losses. * Make sure claims close quickly and fairly. * Assist in troubleshooting any service or client relations problems. * Exit conversations with lost clients to determine why we lost business and position the agency for future opportunities to regain lost business.QUALIFICATIONS * Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately. * Ability to understand written and oral communication and interpret abstract information. * Ability to work with others - Teamwork and collaboration * Detail-oriented * A desire to serve others. Service-minded. * Ability to see next steps and to take initiative to accomplish results and work independtly. * Ability to multi-task and manage workload. * 2 years of Commercial Lines Insurance experience is preferred * Property & Casualty License or must be obtained within 3 months of starting position * Full knowledge of insurance products and usages. Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists. * BENEFITSWe're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-AM1#LI-Hybrid
Company:
Alera Group
Posted:
April 7 on Broadbean
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More About this Listing: Commercial Account Manager
Commercial Account Manager is a Accounting & Finance Account Manager Job at Alera Group located in Lebanon PA. Find other listings like Commercial Account Manager by searching Oodle for Accounting & Finance Account Manager Jobs.
Commercial Account Manager is a Accounting & Finance Account Manager Job at Alera Group located in Lebanon PA. Find other listings like Commercial Account Manager by searching Oodle for Accounting & Finance Account Manager Jobs.