Sr. Commercial Lines Account Manager
Reports To: Sam Isner, Operations Manager
Job Classification: full-time salaried, exempt
Starting Annual Compensation: $60,000-75,000
Primary Role:
Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:
- Marketing & placement of CL new business and renewal accounts
- Maintaining a high level of client service and satisfaction on assigned accounts
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Qualifications & Education
- Ohio Property & Casualty licenses
- Minimum 3 years insurance brokerage or equivalent experience
- Completion of CISR/CLCS or ACSR designation; currently enrolled in ARM, AU, or CPCU program
- Two-year associate college degree required; four-year college degree preferred
- Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
- Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
- Experience and expertise in operating in electronic environment; excellent automation skills, including AMS, Outlook, Word, Excel, writable software, e-signature, file-sharing software, carrier proprietary systems, and phone system
- Familiarity with risk assessment and risk management techniques
- Excellent time management, organizational and verbal and written communication skills
- High degree of self-motivation and self-direction
Duties
- Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
- Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer
- Maintain AMS client files and ensure proper documentation, by processing all policies, endorsement changes, audits, invoices, E&S binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
- Maintain control of renewal expiration lists and aged receivables in accordance with agency guidelines
- Respond to client inquiries, company requests, and all incoming communications in accordance with agency guidelines
- Review all items to be processed, to ensure items were received as ordered
- Prepare billing as applicable, following agency’s credit and collections policies
- Participate in courses for insurance/sales skills
- Review and update agency’s CL processes and procedures
- Maintain current knowledge of carrier underwriting requirements
- Remain current with industry trends by reading appropriate journals and company bulletins
- Participate in any special projects at management’s request
If you would like to apply for this position:
- Email your resume to sam.isner@isnerinsurance.com
- Once you have emailed your resume, let Sam know you’ve applied by texting him at (614)362-1342