PC Commercial Lines - Account Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Excelling in customer service by addressing all aspects of client insurance needs in a timely manner.


• Maintaining retention by conducting annual reviews with clients, providing stewardship reports, insurance schedules, and proposals, and managing pre-renewal activities for premier clients.


• Handling tasks such as endorsements, invoicing, file setup, and addressing any accounting issues arising from internal operations or carrier-related matters.


• Performing new business processes, obtaining signatures and required documents, validating policy accuracy, delivering welcome packets, and reviewing any necessary corrections with the client and carrier.


• Effectively communicating with clients and insurance carriers to review policy and premium agreements and process policy transactions.


• Issuing binders, insurance certificates, auto ID cards, and other documentation as required.


• Manage, organize, and conduct client meetings, virtually or physically, as necessary and coordinate client renewal meetings/calls to ascertain changes in their risk exposures or program concerns.


• Initiating applications/submissions, assembling loss and exposure histories, and creating marketing documentation for account executives and clients.


• Reviewing and validating ratings, premium and tax calculations, and premium-bearing endorsements.


• Demonstrating expertise in insurance coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and interacting with underwriters on diverse matters.


• Providing analytical support to clients and offering solutions to routine problems.


• Dutifully respond to underwriters’ queries promptly and offer guidance to clients on submitting first claims reports, ensuring swift carrier response.


• Executing policy renewals as required, issuing proofs of insurance, delivering or canceling policies as needed, and preventing any lapse in coverage.


• Maintaining a high level of precision in managing agency and document systems.


• Acting independently with minimal supervision and performing other tasks as assigned by management.


• Staying up-to-date with industry updates and changes, facilitating exceptional client service and account development within the scope of Stephens' Core Values.

EDUCATION AND/OR EXPERIENCE

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  Bachelor's degree in a related field.

  
  


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  5+ years of related experience and/or training.

  
  


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  Equivalent combination of education and experience.

  
  


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  Transportation or trucking insurance experience strongly preferred.

  
  

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

• Appropriate insurance licenses in each state where business is being solicited.