Account Manager, Commercial Lines
Risk Strategies Company
full-time
Posted on:
Location Type: Office
Location: Plantation • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Manage daily client service needs for a designated book of business.
- Participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering.
- Manage a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
- Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
- Obtain loss run or policy documentation directly from a carrier website as needed.
- Primary recipient of daily questions or changes from the client.
- Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking.
- Submitting and managing changes to the carrier per the client's request.
- Update the system of record to properly reflect conversations, communications and policy documentation.
- Processing of monthly, quarterly or annually audits and monthly reports as received.
- Handling contract reviews that are not complex in nature.
- Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
- Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing.
- Responsible for request for invoice on an agency bill policy within the corporate guidelines.
- Communication with the Client and Producer when there is an Aged A/R issue.
- Generate the request to return funds to the client as appropriate.
- Timely response to accounting when requests for information are made, such as carrier discrepancies, application of cash, etc.
- Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets.
- Implementation of the “Fewer & Stronger” market consolidation initiative.
- Leveraging the RSC buying power and ensuring the best terms and conditions for the client.
Requirements
- 2+ Years of experience in a Property & Casualty brokerage environment.
- Knowledge of Property & Casualty business.
- Ability to follow process and procedures guidance.
- Analytical and problem-solving abilities.
- Ability to display tact and poise under pressure when working through issues.
- Good communication, interpersonal, and negotiation skills.
- Ability to work efficiently in teams.
- Hold, or willing to obtain, Insurance licenses as required by the Company.
Benefits
- Active engagement in corporate initiatives as required for your role.
- Assist in driving a culture of accountability and collaboration, where great performance is recognized.
- Participate in New Business activity as requested.
- Actively support corporate retention goals.
- Follow procedures for maintaining documentation to mitigate E&O.
- Participate in any corrective action that have arisen during a local compliance audit.
- Engage in stretch assignments that will further develop their career development.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
claims managementpolicy documentationexposure gatheringcontract reviewsauditssubmissionsproposalsinvoicingrenewal strategymarket analysis
Soft skills
analytical abilitiesproblem-solvingcommunication skillsinterpersonal skillsnegotiation skillsteamworktactpoise under pressureclient serviceorganizational skills
Certifications
Insurance licenses