Senior Account Manager

Associated Insurance and Risk Management Advisors; Rolling Meadows (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Associated Insurance and Risk Management Advisors is seeking a seasoned Senior Account Manager for its Commercial Lines team. The role centers on managing a large commercial book, marketing new business and renewals, and delivering strategic client guidance.

You will collaborate with Producers, handle underwriter negotiations, and maintain client relationships with precision. The ideal candidate has 3–5 years of experience in mid to large commercial lines, holds an Illinois Property and Casualty

Qualifications

• 3-5 years as an Account Manager in mid to large sized commercial lines
• Illinois Property and Casualty License required
• Ability to manage a large book of business
• Independent worker with minimal guidance
• Mentor other team members on marketing and coverage

Responsibilities

• Collaborate with Producers and Associated personnel on client procedures
• Marketing of new business and renewal submissions for clients
• Analyze and compare insurance plans to determine suitability
• Prepare renewals, applications, surveys and market selections
• Advise clients and carriers to resolve service issues
• Update policy details and client files in management systems
• Develop new business from existing accounts and meet departmental production goals
• Identify cross-selling opportunities

Skills

Account management

Communication

Detail oriented

Independent work

Cross-selling

Education

Illinois Property and Casualty License

Tools

Applied Systems EPIC

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Description

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.

We are currently seeking a seasoned Senior Account Manager to join our Commercial Lines Department and contribute to our growing team. As a pivotal member, you will leverage your expertise in insurance products and client relationship management to deliver exceptional service and strategic guidance to our valued commercial clients. If you thrive in a fast-paced environment and have a proven track record of exceeding client expectations, we invite you to explore this exciting opportunity with us.

Sr. Account Manager Duties and Responsibilities, include

• Works closely with Producers and other Associated personnel on all aspects of client procedures.
• Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals.
• Identifies and follows-up on cross selling opportunities when appropriate

Requirements

• Illinois Property and Casualty License, Required
• 3-5 Years as an Account Manager with mid to large sized commercial lines experience, Required
• Demonstrated ability to manage a large book of business
• Able to work independently with little guidance from Team Lead, Required
• A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required

Knowledge and Skills

• Knowledge of service standards and property and casualty policy coverage
• Highly functional in Applied Systems EPIC
• Proficient in Microsoft Word, Excel and Power Point
• Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
• Detail orientated
• Ability to prioritize and work independently