Now Hiring - Commercial Insurance Middle Market Account Manager in Harper Woods, MI

Accountable for: Servicing an assigned book of commercial accounts and perform new business development duties. Work under general supervision with assigned producers, using independent judgment, in accordance with agency policies and procedures.

Account Manager Responsibilities:

• Primary contact for client service.
• Attend client meetings as requested.
• Manage annual renewal process including: Obtain and negotiate renewal quotes, prepare presentation and bind coverage and update EPIC
• Remarket renewal if necessary.
• Experience modification analysis (using ModMaster) by request.
• Final review of processed policies.
• Insured contract review.
• Manage non-pay notices and process finalized cancellations.
• Invoice agency bill policies and endorsements.
• Follow up calls to carriers and insureds for information requests.
• Maintain knowledge of markets.
• Cross sell additional lines of coverage when appropriate.
• Provide coaching, mentorship and assistance to junior team members as needed.
• Obtain change information from insured, request endorsements, update TAM and send confirmation letter to insured – as needed.
• Check and process audits – as needed.
• Back-up departmental teammates.
• Create Renewal Questionnaire, send to insured and follow up – as needed.
• Order loss runs and experience mods for renewals – as needed.
• Prepare replacement cost estimator reports – as needed.
• Prepare renewal submission to incumbent carrier – as needed.
• Policy processing – as needed.
• Issue certificates – as needed.
• Report claims to carriers and manage claim process to resolution – as needed.

*“As needed” refers to account co-ordinator responsibilities, however, account managers are required to be able to perform these duties when needed.

Business Development Responsibilities:

• Complete professional, agency standard new business submissions to carriers and agree to need by dates and other expectations from producers.
• Submit and follow up with carriers as to status of quotes, communicate with producers regarding additional info needed and status of account.
• Responsible for rating of new and remarketed business and negotiate pricing, terms and conditions.
• Prepare proposals, deliver to Producers and attend new business meetings when requested.
• Bind new business with the carriers and follow New Business Binding Checklist.
• Attend internal and external assigned carrier meetings, maintain assigned carrier Agency Library file and provide input to Director of Client Service, CEO and Producers about new opportunities in the marketplace.
• Build and maintain excellent relationships with carriers based on trust and mutual production goals.
• Responsible for updating and maintaining commercial lines new business report for your assigned book of business and new business opportunities

Qualifications:

• Valid Property & Casualty License
• 5+ years’ commercial lines experience
• CISR, CIC, CRM or CPCU designation preferred
• Excellent oral and written communication skills
• EPIC experience preferred but not required

Benefits:

• Health insurance
• Voluntary Dental insurance
• Voluntary Vision insurance
• Long term and short term disability insurance
• Professional growth coaching
• Retirement plan
• Paid time off

Management:

• Director of Client Service

Schedule:

• Monday to Friday

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Work Location: Hybrid remote in Harper Woods, MI 48225