Senior Account Manager - Commercial Lines

Associated Agencies Inc; Rolling Meadows (IL); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus eligibility

Job summary

Associated Agencies Inc. in Rolling Meadows, IL seeks a seasoned Senior Account Manager for its Commercial Lines Department. Leverage your insurance expertise and client relationships to deliver strategic guidance to commercial clients.

You will manage renewals, marketing of new business, and collaboration with producers, while supporting growth and cross-sell opportunities in a fast-paced environment. Illinois P&C license required; hybrid work schedule offered.

Qualifications

• Illinois Property and Casualty License required.
• 3-5 years as an Account Manager in commercial lines.
• Ability to manage a large book of business.
• Able to work independently with minimal guidance.
• Cross-sell opportunities identification.

Responsibilities

• Works closely with Producers and Associated personnel on all aspects of client procedures.
• Manages marketing of new business and renewal submissions for clients and documents accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes plans to determine suitability.
• Proactively review and service client accounts, renewals, and submissions; liaise with underwriters and prepare proposals.
• Documents conversations with clients and carrier reps, updating management systems.
• Acts as liaison between clients and insurance carriers to resolve service issues.
• Serves client accounts by updating policy details and maintaining files.
• Develops new business from existing accounts and supports department production goals.
• Identifies and follows up on cross-selling opportunities.

Skills

Client relationship management

Independent worker

Team guidance

Communication skills

Tools

Applied Systems EPIC

MS Word

MS 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


• Ability to work in a team environment

Associated Benefits

• Click HERE for Benefits


• Hybrid work schedule


• Bonus eligibility


• #Li-hybrid

Salary Description

$90,000.00 - $115,000.00