Responsibilities:

Communicate clients’ needs and binding instructions to carriers
Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents
Coordinate and review Commercial Lines renewal business
Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner
Management Liaison between existing Commercial Lines Staff and Agency Principal.
Audit CSA files for accuracy
Assist and manage CSA workflow
Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis
Ensure that all regulatory requirements are met and complies with all internal policies and procedures
Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information
Create and present renewal proposals to existing clients
Make necessary contacts both inside and outside of the organization in order to obtain client requested information
Support sales efforts by managing assigned new business submissions and accounts as effectively as possible

Requirements:

2+ years of Property and Casualty Insurance experience with an indepnedent agency
Strong aptitude for computer programs including Microsoft Office required; Agency Management System (AMS 360) experience preferred
Exceptional written and verbal communications skills are a must
Management experience a plus
State of OH Producer's License for Property & Casualty

Commercial Lines Account Manager