Commercial Insurance Account Manager Lead - Construction
**This position is working Hybrid from our Fresno office. Please be local or able to travel to the office as needed.
SUMMARY
Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies. Supports and may at times lead a service team with some oversight from a more experienced Account Executives or direct manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Supports more experienced Account Executive's on more sophisticated large accounts and may also be responsible for direct management of assigned accounts.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Regional Director or 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.
• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with a Service team, Regional Director or Producer.
• Binds insurance coverage and prepares binders and/or delegate certificates issuance.
• Reviews policies for accuracy and review contracts for compliance.
• Prepares summaries and/or schedules of coverage for clients or delegates and manages the process with a service team.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Responsible to coordinate the claims process for assigned accounts with assigned claims staff; work in tandem with assigned claims advocates to deliver Client service.
• Notifies producer or service team of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Provides mentoring to staff to support immediate supervisor.
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Superior verbal and written communication skills
Advanced planning, organizational and prioritization skills
Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book
Ability to supervise and lead staff
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite
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Otros detalles
- Tipo de pago Salario
- Tasa de contratación mínima $92,000.00
- Tasa de contratación máxima $133,000.00
- Fresno, California, EE. UU.