Account Manager - Commercial P&C Insurance

Alliance HCM
Birmingham, AL
Category Human Resources
Job Description
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.

Requirements

  • Supports Producer in developing new business opportunities for existing clients and prospects;
  • 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;
  • 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);

Benefits

  • Comprehensive financial package
  • Employee programs to meet employees' needs
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