Field Account Manager, Industrial
HD Supply
Commercial Lines Account Manager
Acrisure
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- This position will include all aspects of servicing commercial accounts. Account size may range from $3.5M - $4M and account assignments will be determined at the discretion of the firm. Client retention is a key objective of this position. You will be expected to perform the following tasks from start to finish and will have an Associate AE as well the CSR Team to assist with several of the tasks. Interact with clients to address all servicing needs Processing of policies, endorsements, and audits Enter policy data into our client management system Order loss runs for re‐marketing accounts Become proficient in carrier web‐sites for quoting when re-marketing an account or adding additional lines of coverage Keep your desk and files organized at all times Perform superior customer service at all times Properly utilize the agency management system (Epic) to keep track of all pending items Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc. Expedite certificates of insurance if CSR team is short staffed and client needs immediately Run MVR’s and update driver lists when required Prepare renewal rating quotes, based applications Prepare proposals Process and issue binders Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)
Requirements
- Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job, required Excellent business skills, required High school diploma or the recognized equivalent, required P&C Broker/Agent license, required Computer skills necessary to perform the essential functions of the job (i.e., spreadsheets, database, word processing and insurance software), required Strong communication skills, ability to communicate in a professional manner Participate in monitoring adherence to professional standards and procedures Someone who organizes, manages and assumes the risk of a business or enterprise, taking pride of ownership in his/her work Creative and resourceful; ability to evaluate and provide direction to deal with problems Ability to work in a team environment
