Our client, a provider of specialty crane and rigging insurance in the commercial sector, is seeking a skilled and experienced Commercial Account Manager to join their team. In this role, you will play a key part in supporting the Producers and assisting with the maintenance of Commercial Lines accounts.
If you have at least 3 years of experience in Commercial Insurance, a strong technical background, and the ability to provide excellent customer service, we invite you to apply for this position.
- Collaborate with Producers in the maintenance and servicing of Commercial Lines accounts.
- Provide technical support by analyzing client needs, coverage forms, and quotations.
- Accompany Sales Executives on prospect and client meetings as requested.
- Identify exposure to loss and recommend appropriate coverages.
- Complete applications (Accords) and submit them to eligible and appropriate carriers, ensuring timely receipt of quotations and policies.
- Prepare summaries of insurance, schedules, and proposals as needed.
- Order and issue binders, certificates, policies, endorsements, and other related items, ensuring accuracy and forwarding them to clients with appropriate correspondence.
- Verify policy and policy change information and facilitate corrections when necessary.
- Process and follow up on cancellation requests to carriers, ensuring accurate and timely resolution while maintaining agency financial equity whenever possible.
- Assist clients in submitting first reports of claims, facilitate prompt responses from carrier staff, and follow up on claims status according to agency procedures.
- Minimum of 3 years of experience in Commercial Insurance with an independent broker.
- Experience with specialty crane and rigging insurance is preferred.
- Proven technical expertise in analyzing client needs, coverage forms, and quotations.
- Ability to learn quickly and adapt to new information and industry changes.
- Strong attention to detail and accuracy in completing applications, verifying policy information, and processing documentation.
- Excellent organizational and time management skills, with the ability to prioritize and manage multiple tasks.
- Strong customer service and relationship-building skills.
- Ability to work effectively both independently and as part of a team.
- Consistent employment history with no frequent job changes.
Join our client’s team as a Commercial Account Manager and contribute to the success of their specialty crane and rigging insurance offerings. Utilize your industry expertise, technical skills, and customer service abilities to provide exceptional support to clients and maintain strong relationships.