Commercial Lines Account Manager at FRANK H. REIS INC. – Kingston, New York

Summary

The Commercial Lines Account Manager is accountable for delivering high quality and efficient service to both internal and external customers while adhering to the highest ethical standards, promoting the image of the Agency and providing superior levels of customer satisfaction that drive long-term relationships, referral business and the attainment of profit goals.

Responsibilities and Duties

➢ Respond to customer inquiries, including questions concerning coverage, billing, underwriting and claims as well as requests for binders, FS-20s and certificates, in a timely manner.

➢ Assist in the completion of applications and supplemental questionnaires in coordination with producers as necessary. Submit completed applications to appropriate markets. Obtain and organize quotes and prepare proposals as needed.

➢ Review all new and renewal policies, endorsements and audits to verify accuracy and facilitate corrections as needed. Provide year over year premium comparison to producer if requested.

➢ Process change requests on-line or in AMS360 providing necessary documentation to the insured and/or another party as requested.

➢ Assist insureds in the reporting of claims by either directly connecting the insured with their insurance carrier’s claims department or by completing a loss report and forwarding to the insurance carrier with any supporting documents as soon as possible. Follow up per Agency procedure.
Responsibilities and Duties (continued)

• Remarket accounts per request from the producer. Provide remarketing

quote comparison spreadsheets to the producer. Forward all required
documents to the new insurance carrier.

➢ Maintain clear and accurate insurance coverage detail and account activity
documentation in AMS360. Track expiring policies using the renewal list tool in AMS360.

➢ Respond to all correspondence and phone calls in a timely manner,
preferably the same day.

➢ Use client contacts as an opportunity to review the whole account and
determine account rounding opportunities.

➢ Accompany producers on client visits as needed.

➢ Participate in meetings, training sessions and seminars as needed.

➢ Assist with training of co-workers as needed.

• Comply with all Agency procedures and guidelines.

• Perform other related duties required by management.

Qualifications and Skills Required
➢ Associate degree or higher preferred with two years of proven managing, prioritizing, and organizational experience
➢ Possess a high degree of accuracy and attention to detail
➢ Excellent written and verbal communication skills
➢ Ability to manage and motivate others and work well in a team environment
➢ Experience with PC software applications such as Microsoft Office Suite
and Internet Explorer as well as agency management systems, preferably
AMS360.
➢ Warm, friendly personality with the ability to connect with people
➢ Must possess a Property and Casualty Insurance Brokers license.