Job Details

The Senior Account Manager's primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed.

How You Will Contribute

• Consults on new business, prepares proposals and independently handles customer requests
• Works directly with customer to ensure proper coverage is secured
• Uses discretionary judgement to negotiate and obtain quotes; marketing approximately 30% of the book of business
• Help customers understand their insurance policies/coverages and determine individual service needs
• Leads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Handles new quoting and issuing new lines of coverage without the involvement of a producer. Recommend coverage to customers based on assessing the risk or risks they need to insure
• Acts as liaison between producer and customer by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Prepares and Completes Insurance Coverage Review's if needed. Ensures the Insurance Coverage Review is completed, returned and sent to the insured with an approved letter/email.
• Analyzing contracts for certificates of insurance, issue certificates, and binders
• Reviewing for accuracy on all policies, changes/endorsements, audits, and documentations
• Preparing proposals, graphs, and service plans for customers
• Answering customer and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services
• Preparing all necessary applications and data for a complete submission to underwriters

Licenses and Certifications:

• Maintain a current Property & Casualty License in all required states

Skills & Experience to Be Successful

• Must have experience working with residential communities such as HOAs and apartment complexes.
• Bachelor's Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance; other combination of work and/or education will be considered
• AU or CIC Designation preferred
• Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
• Familiarity with contracts and other provisions
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• AMS360 experience or skills to learn software program at an accelerated ability