Commercial Account Manager
Zinn Insurance, an Alera Group Company is seeking a Commercial Lines Account Manager to join our Commercial Insurance Service team!
Who is Zinn?
We are a thrird generation Independent Insurance Agency, providing both Commercial and Personal Insurance solutions to the Lebanon and surrounding counties; we can create an insurance solution tailored to our clients' individual and specific needs. With cutting-edge technology and access to more than 60 carriers, we are positioned to provide solutions-based resources that continually meet Clients' unique and evolving needs.
As a Commercial Lines Account Manager, your primary responsibility is to serve as the day-to-day expert on a mixed book of Commercial Lines business (premium threshold averages less than $25k) and be the primary point of contact for Clients. The Account Manager will assist in preparing and negotiating renewal documents, maintaining client databases, records management, project-specific assignments, and other responsibilities supporting the Client. In this position, successful candidates need to maintain a positive attitude and provide a high level of support in obtaining, maintaining, expanding, and servicing our Commercial Lines Clients.
- To take ownership and responsibility for the client relationship to assure client retention and loyalty. Oversee all aspects of client service to make sure requests are fulfilled accurately, promptly, and professionally.
- Make sure claims are settled quickly and fairly.
- Earn the confidence and respect of the client and their management team to be the first point of contact for clients after the sale.
- Keep the Producers free to focus on attaining new clients for the team. Support the Producers in attaining business.
- Cross Service within the department as needed.
- Grow and develop your insurance knowledge to the highest level possible.
- Make sure client's risk exposures are identified and insurance solutions are secured and/or recommended through the risk management process.
New Business
- Prepare and market submissions for new business quotes and /or complete in-house rating when applicable.
- Compiling and reconciling carrier proposals making sure coverage was quoted as requested. If not, follow up accordingly.
- Completing proposal and compiling any supporting materials for Client presentation.
- Accompany Producer on Prospect visit as requested to introduce client service team.
- If written, oversee securing apps and documents needed to bind and issue policies. Issue binders, EPI, COI, ID cards, and any documents needed to verify coverage.
- Oversee the execution and fulfillment of any Client Service Plan.
Retention
- Oversee client service activities of assigned accounts including but not limited to:
- Initiate, screen, and prepare endorsement requests for Commercial Lines clients.
- Prepare and process cancellations when required.
- Prepare and process all requests for certificates of insurance as required within 24 hours of the request.
- Review all applications, policies, endorsements, and audits for accuracy.
- Setup and prepare new account files per agency procedures.
- Invoice all premium-bearing transactions.
- Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure.
- Prepare account summaries as required.
- Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements.
- Deliver policies, and related documents to the insured as needed.
- Maintain suspense items promptly.
- Prepare expired policies for filing in dead files.
- Maintain all client activity in the agency automation system.
- Complete annual Account Review of exposures to align and propose coverages accordingly. Service accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
- Execute the client's Client Service Plan.
- Assist in the Risk Management and Safety efforts of the client as needed.
- Manage the renewal process to assure fulfillment of the Renewal Process.
- Secure renewal information from the client
- Coordinate the marketing of renewal and securing renewal terms from the current carrier, reconciling proposals to requested specifications.
- Evaluate loss experience and identify how the agency could assist in the mitigating reoccurrence of losses.
- Make sure claims close quickly and fairly.
- Assist in troubleshooting any service or client relations problems.
- Exit conversations with lost clients to determine why we lost business and position the agency for future opportunities to regain lost business.
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
- Ability to understand written and oral communication and interpret abstract information.
- Ability to work with others - Teamwork and collaboration
- Detail-oriented
- A desire to serve others. Service-minded.
- Ability to see next steps and to take initiative to accomplish results and work independtly.
- Ability to multi-task and manage workload.
- 2 years of Commercial Lines Insurance experience is preferred
- Property & Casualty License or must be obtained within 3 months of starting position
- Full knowledge of insurance products and usages. Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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PandoLogic. Category:
Insurance, Keywords:
Insurance Account Manager, Location:
Lebanon, PA-17046Estimated Salary: $20 to $28 per hour based on qualifications.
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