MUST:
- 3-5 years of commercial lines insurance experience
- 3 years as an Account Manager in commercial lines
- Comes from agency side not carrier side
- P&C license in Ohio
- Comfortable with small and mid sized accounts
- Experience Issuing COIs, handling claims, handling renewal marketing process, being face to face with the client
- Must be client facing
- Knowledge of the marketplace – knows and works with the insurance carriers. Works with multiple carriers.
- Someone who can handle multiple policies at once.
PLUS:
- Backgrounds to target: someone who is heavy in real estate, construction and manufacturing
DAY TO DAY: Our client, a family owned and fast-growing insurance company based out of Cleveland, OH is seeking an Account Manager to join their commercial lines team. This position is hybrid in Cleveland and a full time position. The ideal candidate will be enthusiastic about risk management and possess a proven track record of working well in a team setting to promote the production of new accounts and retention of existing accounts. The ideal candidate will work on cross-selling and creatively execute successful marketing strategies. The ideal candidate will provide prompt, efficient, and high-quality service to clients and prospective clients. The best candidate will have the marketing acumen to find and execute new business as the opportunity arises.
- Set up new business and renewal submissions.
- Prepare applications and request underwriting information needed; forward to the client
- Order historical loss data
- Prepare Specifications and Proposals
- Review quotes; negotiate pricing/terms
- Marketing/Binding, gathering additional information as required
- Forward binders, COI’s, EPI’s. ID cards and invoices
- Review/process policies when received
- Update applications in EPIC with renewal information and subsequent changes
- Review/process endorsements when received
- Client visits, as necessary
- Issue/request/review binder extensions when applicable
- Issue midterm COI’s/EPI’s when requested
- Billings/Invoicing/Accounting Discrepancies
- Bill Risk Management fees (monthly, quarterly or annually)
- Contract review as necessary; provide recommendations
- Claims handling, Process Audits, Follow up on activities daily, Follow up on cancellations, Finance Agreements, Prepare premium allocations, Policy changes
