Position: Account Manager- Commercial Lines
Location: Cleveland, Ohio – hybrid schedule- 3 days onsite and you pick your days
Salary: Competitive base + bonus + salary increases each year (bonus based on performance)
Interview: 2 rounds- teams interview then onsite interview to meet the team.
Start: ASAP
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. (everything from $500 dollar bop and a $2 million-dollar premium real estate account, there’s times when you may handle both if the owners are the same)
- Experience Issuing COI’s, handling claims, handling renewal marketing process, being face to the client, (we aren’t producers, and we don’t cold call, new business comes from referrals or center of influences). Here youre the face. Not doing all the work for the producer here. You are the face here. Issuing cert to presenting a 2 million dollar premium quote.
- Must be client facing
- Experience with knowing the marketplace. – knows and works with the insurance carriers. Works with multiple carriers.
- Someone who can handle multiple policies at once.
- Good with working for a Family-owned insurance company.
- Not hoppy, and can’t be looking to make a move just because of money
PLUS:
- Real estate, construction or manufacturing background
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