Account Manager

Starr Mathews Agency Inc; Cartersville (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Starr Mathews Agency Inc in Cartersville, GA is seeking a Commercial Lines Account Manager to support Sales Executives, coordinate with Marketing Specialists on new and renewal marketing, and maintain client relationships.

The role handles client service tasks, data entry, processing binders and endorsements, invoicing, renewals, audits and problem-solving to meet service and sales standards set by the agency.

Qualifications

• Knowledge of insurance products and usage is preferred.
• Ability to communicate complex issues both orally and in writing.
• Ability to prioritize workload and manage multiple tasks.

Responsibilities

• Analyzes client needs, coverage forms and quotations for accuracy.
• Assists in new and renewal processes with Sales Executives and Marketing Specialists.
• Orders and issues binders, certificates, policies, endorsements and other items; forwards to client with correspondence.
• Determines direct or agency billing and invoices accordingly.
• Prepares worksheets and summaries of insurance, schedules and proposals.
• Processes renewals in coordination with Sales Executives.
• Reviews audits and verifies information between client and carrier.
• Assists clients with billing questions and payments.
• Handles incoming inquiries and correspondence promptly.
• Manages cancellations to save accounts per policy.

Skills

Client relationship management

Communication skills

Interpersonal skills

Written communication

Prioritization

License: Property/Casualty

Computer skills (Excel/Word)

Tools

Excel

Word

Job description

Job DetailsJob Location: Cartersville, GA 30120Job Category: Customer Service

COMMERCIAL LINES ACCOUNT MANAGER

Position Description

Job Title: Commercial Lines Account Manager

Reports to: Commercial Lines Team Leader

Job Summary: The Commercial Lines Account Manager performs the essential functions of the position, which includes aiding Sales Executive/Producer(s), coordinating with Marketing Specialist on new and renewal marketing of accounts, and maintaining client relationships. Specific client service, data entry, and problem-solving responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Primary Responsibilities

• Provides technical support to Sales Executive/Producer(s); specifically in analyzing client needs, coverage forms and quotations.
• Assists in new and renewal processes in coordination with Sales Executive/Producer(s) and Marketing Specialists.
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices accordingly if necessary.
• Prepares worksheets and summaries of insurance, schedules and proposals as needed.
• Processes renewals in coordination with Sales Executive/Producer(s) according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Assists the client with billing questions and payments.
• Processes incoming email, mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards
• Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Producer(s).

Personal and Organizational Development

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Qualifications

Knowledge, Skills and Abilities

• Intelligence, the ability and willingness to solve problems.
• Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately.
• Ability to work well with many types of people.
• Ability to understand written and oral communication, and interpret abstract information.
• Ability to prioritize work load.
• Property, Casualty Agents License. Preferred.
• Knowledge of insurance products and usage's. Preferred.
• Knowledge of insurance markets and reference to markets. Preferred.
• Knowledge of insurance rating and underwriting procedures. Preferred.
• Familiarity with computer, excel and word processing programs.

Working Conditions

Fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks. This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.