Job Description

Senior Commercial Lines Account Manager 

Responsibilities

  • Responsible for managing a renewal book of business.
  • In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive 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, insurance contracts, endorsements, cancellations, etc.)
  • Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
  • Maintains up-to-date EPIC 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
  • Participate in training and professional development courses to enhance skills and industry knowledge
  • Maintain positive working relationships with clients, staff, other departments and offices

Requirements

  • Minimum 5-7 years commercial insurance experience
  • R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
  • Client development/relationship management experience
  • Mentorship of Junior Account Managers
  • Superb interpersonal skills, presentation skills and attention to detail
  • Ability to be a self starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word and EPIC

 

If interested, please forward your resume to rose@dgacareers.com Only those that meet the requirements will be contacted. 

Job Posting Details

Job Type

Full-Time

Market Segment

Commercial Insurance
Insurance

Company Type

Insurance Service Provider

Languages Required

English

Education Required

RIBO

Minimum Experience Required

5 to 6 Years

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