Senior Account Manager - Commercial P&C

SummarySUMMARY: The senior account manager will be a Property and Casualty licensed individual, who will have the ability to contact a client, gather information, determine coverage needed for the individual client, market, place and sell the account. They will have a workable knowledge of finances and financial statements along with an understanding of Microsoft excel including development of formulas within the program. They will have the ability to prioritize and delegate workflow issues for the most efficient use of time and resources.Duties And ResponsibilitiesAdvise clients on coverage issues.Act as a resource & provide guidance to co-workers. Decide the best market with which to place an account and which markets to approach for the accounts (coverage and pricing would be considered).Check all incoming policies, audits, and endorsements for accuracy.Input the data on the system.Bill policies, audits, and endorsements.Write to company for corrections to policies, endorsements, audits.Enter and update applications to be submitted to company for marketing.Follow up with companies in the marketing process to obtain quotations.Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)Write to the company for changes, issue certificates, ID cards, and send out to customer.Issue binders.Issue cancellation requests.Check expiration lists to be sure everything is bound or renewed on time.Research and explain accounting differences.Do rating if needed.Check follow-up items and second request outstanding items. Complete special projects as assigned.Must comply and follow our workflows and procedures and follow all guidelines regarding Errors & Omissions. Education And ExperienceMust meet management’s Senior Account Manager performance expectations.High School Diploma or General Education Degree (GED).Property & Casualty license required.10-15 years commercial insurance experience.CIC / CPCU designation or equivalent required.Minimum three years working accounts with premiums of $350,000 and higher. Other Skills And AbilitiesCustomer service experience.Speed and accuracy in all areas.Detail-oriented.Knowledge of Microsoft Office products.Excellent verbal and written communication skills.Organized.ConditionsOther functions may be assigned as business conditions change.Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications, and close vision computer use. The employee may need to frequently lift and/or move up to fifteen (15) pounds.Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily, while maintaining regular attendance that is acceptable to company standards. The requirements listed below are representative of the knowledge, skill, and/or ability required.