Commercial Lines Account Manager

Responsibilities

• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.
• Day to Day Client Service: Primary recipient of daily questions or changes from the client or forwarded by the Producer/AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking. Submitting and managing changes to the carrier per the client's request.
• Client Accounting Responsibilities: Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing. Responsible for request for invoice on an agency bill policy within the corporate guidelines.
• Communication with the Client and Producer when there is an Aged A/R issue. Generate the request to return funds to the client as appropriate. Timely response to accounting when requests for information are made, such as carrier discrepancies, application of cash, etc.
• Carrier & Wholesaler Relationships: Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets. Implementation of the "Fewer & Stronger" market consolidation initiative.
• Leveraging the RSC buying power and ensuring the best terms and conditions for the client. Corporate Citizenship: Active engagement in corporate initiatives as required for your role. Assist in driving a culture of accountability and collaboration, where great performance is recognized.
• Participate in New Business activity as requested. Actively support corporate retention goals.
• Follow procedures for maintaining documentation to mitigate E&O. Participate in any corrective action that have arisen during a local compliance audit. Engage in stretch assignments that will further develop their career development.
• Successful Candidates Will Have:
• 2+ Years of experience in a Property & Casualty brokerage environment. Knowledge of Property & Casualty business.
• Ability to follow process and procedures guidance.
• Analytical and problem-solving abilities.
• Ability to display tact and poise under pressure when working through issues.
• Good communication, interpersonal, and negotiation skills.
• Ability to work efficiently in teams.
• Hold, or willing to obtain, Insurance licenses as required by the Company.
• Pay Range:
• $51,800.00 - $75,000.00 Annual
• The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Additional Information

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account.

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Company Intel

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