Commercial Lines Account Manager

HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia.  Businesses, families, and individuals depend on HAWK Advisers to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the vast insurance landscape and decision-making process.  Our mission is to be the most responsive and engaging provider of risk management and insurance solutions.

Job Summary:  The commercial lines account manager is responsible for providing exceptional customer service and supporting the needs of our business clients.  The Account Manager is committed to providing the highest service and quality standards set forth by the agency.  The is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.  

Why you should apply?

• Competitive compensation


• 401k


• Health Insurance


• Short term & Long term disability


• Dental & Vision options are voluntary


• Paid time off, vacation and sick time


• Flex holidays


• Charitable PTO day to serve a local Non-profit organization


• Supportive and collaborative team environment 


• Modern work space equipped with onsite garage parking, break room, outdoor patio, and gym - all free to use by employees

Primary Role:               

Day-to-day maintenance and servicing of assigned Commercial Lines accounts, Including but not limited to:

• Maintaining a high level of client service and satisfaction


• Marketing & placement of renewal accounts as appropriate


• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service 

Essential Duties: 

• Uses company guidelines and independent judgement to prequalify accounts, recommend coverage, and cross-sell lines of business


• Prepares underwriting submissions for new and renewal business, including assistance with completing supplemental applications and ACORD applications


• Prepares insurance proposals for the sale and renewal of commercial lines business


• Maintains client files and ensure proper documentation by processing all policies, endorsements, binders, certificates of insurance, notices, etc.


• Negotiates terms and conditions with insurance carriers, including coverage and pricing.  Issue requests to bind, endorse, and cancel coverage


• Prepares invoices, review audits, and collect forms of payment for insurance premium purposes


• Interacts with customers and carrier representatives, including handling service matters, complaints, disputes, and resolving grievances


• Responds and consults with customers by means of professional communication including e-mail, mail, phone, fax, text, and video conference


• Transacts customary business, run reports, quote, and setup activities using web based platforms and agency management systems


• Successfully complete continuing education and certification courses for professional licensing and development purposes

Additional Duties:

• Always keeps a professional appearance, positive attitude, and tidy work area


• Ability to organize, prioritize and work under pressure at times; team player


• Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current


• Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency


• Perform other miscellaneous duties as assigned

Qualifications & Experience: 

• Appropriate State license(s).  Minimum 2-3 years’ insurance brokerage or equivalent experience.  


• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency 


• Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes 


• Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems 


• Familiarity with risk assessment and risk management techniques


• Excellent time management, organizational and verbal and written communication skills


• High degree of self-motivation and self-direction