Account Manager II

Primary Responsibilities

1. Timeline Management
   
   
   
   • Adhere to the Commercial timeline to ensure all tasks are performed promptly and efficiently.
   
   
   • Work independently and self-manage to maintain workload within designated timelines.
   
   
   
   


2. Customer Relationship Building
   
   
   
   • Build strong relationships with key customers by acting with a sense of urgency and responsiveness.
   
   
   • Provide outstanding customer service to current and future clients, assisting with questions, changes, claims, certificates of liability, and more.
   
   
   
   


3. Professional Communication
   
   
   
   • Respond to customer inquiries professionally via phone, email, or fax.
   
   
   
   


4. Renewal and Marketing
   
   
   
   • Attend monthly marketing meetings with Producers 90-120 days prior to policy expiration.
   
   
   • Review renewals upon receipt, identify changes, and advise Producers on additional strategy if needed.
   
   
   • Prepare accurate applications and submit them to carriers for quotes when necessary.
   
   
   • Compare quotes and prepare a marketing spreadsheet with the best options for customers, recommending the optimal choice to Producers or customers.
   
   
   
   


5. Proposal and Policy Management
   
   
   
   • Prepare renewal proposals as needed.
   
   
   • Verify the accuracy and compliance of all policies received from carriers.
   
   
   • Deliver policies according to Producer or customer instructions.
   
   
   
   


6. Coverage Analysis
   
   
   
   • Read contracts to ensure adequate customer coverage.
   
   
   • Analyze coverages and recommend additional beneficial coverages.
   
   
   • Coordinate with other departments to solicit additional coverages not carried by the agency.
   
   
   
   


7. Administrative and Support Duties
   
   
   
   • Assist with accounts receivable collection as requested.
   
   
   • Familiarize yourself with each insurance carrier’s product lines, underwriting process, and websites.
   
   
   • Stay informed about market changes.
   
   
   • Attend customer meetings with Producers when requested.
   
   
   • Share knowledge and experience with CSRs and other agency members as needed.
   
   
   • Be available for insurance carrier meetings when requested.
   
   
   • Manage and file customer documents in the agency management system.
   
   
   • Perform any other duties as assigned by the Management Team.