Remote Commercial Lines Account Manager

AACUC MIDWEST REGIONAL CHAPTER; Gauteng; Vor Ort; ZAR 723.418 - 1.110.363; Vollzeit

Zusammenfassung

AACUC MIDWEST REGIONAL CHAPTER is seeking a Commercial Lines Account Manager to support Members Insurance Center. You will work with an Insurance Consultant or BDO and manage the agents' book of business, focusing on retention and new business support.

The role requires a 2-20 license, handling new business and renewals, cross-selling additional products, achieving performance targets, maintaining client relationships, and ensuring compliance with policy guidelines and confidentiality.

Qualifikationen

• 2-20 Licensed Account Manager for Members Insurance Center, Commercial Lines Division.
• Responsible for managing new business and policy renewal process independently or with Insurance Consultant or BDO.
• Identifies insurance needs to resolve routine problems and recommend coverage enhancements.
• Consistently meets performance and production goals while maintaining quality business.
• Maintains relationship with clients and assists with insurance servicing needs.
• Responds to policy correspondence and performs data entry in Agency Management System.
• Acts within Agency Policy & Procedure and Underwriting Guidelines to minimize errors.
• Manages customer service, account management, risk management and value-added services for the book of business.
• Assists with CUSO relationships by providing exceptional personal service.
• Works cooperatively with Suncoast business units and maintains confidentiality.
• Attends training, including BSA/AML compliance and Red Flag training.

Aufgaben

• Serve as a 2-20 Licensed Account Manager for Members Insurance Center, Commercial Lines Division.
• Manage new business and policy renewals independently or with an Insurance Consultant or BDO.
• Cross-sell additional product lines to meet client needs and drive revenue.
• Meet performance and production goals set by management.
• Maintain client relationships and provide insurance servicing for assigned accounts.
• Handle policy correspondence and data entry in the Agency Management System.
• Adhere to policy, procedures and underwriting guidelines to minimize errors.
• Oversee customer service, account management and risk management for the book of business.
• Support CUSO relationships with superior service.
• Collaborate with other Suncoast units while protecting confidentiality.
• Complete training including BSA/AML and Red Flag awareness.

Kenntnisse

2-20 License

Jobbeschreibung

AACUC MIDWEST REGIONAL CHAPTER is seeking a Commercial Lines Account Manager to support Members Insurance Center. You will work with an Insurance Consultant or BDO and manage the agents' book of business, focusing on retention and new business support.

The role requires a 2-20 license, handling new business and renewals, cross-selling additional products, achieving performance targets, maintaining client relationships, and ensuring compliance with policy guidelines and confidentiality.