Account Manager, Construction

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

Responsibilities

Supports Producer in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; Analyzes and compares current exposures and develops renewal or new business specifications for marketing; Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; Reviews and summarizes marketing results and prepares proposals; Finalizes proposals and presentations in coordination with Producer; Binds insurance coverage and prepares binders and/or delegate certificates issuance; Reviews policies for accuracy and review contracts; Prepares summaries and/or schedules of coverage for clients; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; Provides technical guidance to staff assisting with client needs or procedural issues; Notifies brokers of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned

Requirements

Associate's Degree or equivalent combination of education and experience; Six (6) or more years related work experience; Valid Insurance License; Must continue to meet Continuing Education requirements for license renewal; Proficient in Microsoft Office Suite; Excellent verbal and written communication skills; Excellent customer service skills, including telephone and listening skills; Good leadership, problem solving and time management skills; Ability to work within a team and to foster teamwork

Benefits

Comprehensive, high quality employee programs; Very competitive financial package