Commercial Lines Account Manager - SME, Generalist
Overview
- Responsible for managing a book of business.
- Responsible for servicing all aspects of an account by taking inbound calls, consulting, and advising clients on policy changes, requesting policy change, process all additional paperwork.
- In collaboration with Producers, coordinate, support plans, discuss arising issues and createcomprehensive plans for existing clients.
- Responsible for the review and accuracy of policy documents prior to the delivery to the client
- Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
- Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurancecontracts, endorsements, cancellations, etc.)
- Review client's current coverage and exposures, loss experience and analyze risk to determine theproduct/service requirements.
- Maintains up-to-date TAM workflow documentation and ensures workflows are followed.
- Ensure accurate and timely servicing and billing of accounts.
- Participate in actively in cross-sell campaigns and other initiatives as required.
- Actively develop an increased knowledge of related insurance products and client needs
- Discuss any concerns or outstanding info with underwriters.
- Provide back-up support to other Account Managers when required.
- Preparing comparison quotation on renewals where necessary, and in a timely manner
- Issue pink slip when needed in addition to completing miscellaneous duties as assigned.
- Develop and maintain relationships with company underwriters.
- Participate in training and professional development courses to enhance skills and industry knowledge.
- Maintain positive working relationships with clients, staff, and other Northbrook Departments
- Achieve performance metrics as set out by the Commercial Lines Manager
- Scan and attach documents to Agency Manager
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