SUMMARY
Working with clients, insurance companies, and Producers, the Account Manager’s job is to perform duties and maintain quality service to our risk management accounts.
ESSENTIAL DUTIES/RESPONSIBILITIES (include but are not limited to the following)
- Focus on client service and retention, by overseeing the entire lifecycle of commercial insurance accounts, from onboarding new clients to policy renewals and claims management
- Process policy changes and endorsements in an accurate and timely manner
- Review contracts and process complex certificates of insurance in an accurate and timely manner
- Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
- Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities
- Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to the appropriate department or Producer
- Build and maintain strong, long-lasting relationships with clients, both internal and external
- Pro-actively assist Producers in retaining business
- Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer
- Maintain and update electronic client accounts within EPIC and carrier portals
- Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
- Assist others on the Commercial Lines Team, when necessary
- Maintain an acceptable level of audit scores
- Keep past-due activities to a minimum
- Demonstrate Relion Core Values
- Perform other duties, as assigned