Account Manager -- Commercial Lines

RemotecontractRemote

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senior

H1B: no

Agi Holdings The Commercial Lines Account Manager at Agi Holdings supports clients with service needs and manages changes to existing accounts, assisting Account Executives and Sales teams. Responsibilities include proposal preparation, contract review, renewal process support, and client account management.

Responsibilities

Assist in preparing proposals, graphs, and service plans for clients.
Support Account Executives with marketing, including preparing all necessary applications and data.
Contract review as needed
Support Account Executive/Senior Broker(s) with renewal process
Managing renewal expiration list
Reviewing carrier quotes for accuracy
Managing client proposal preparation (participating in presentation as needed)
Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, i.e., certificates of insurance, etc.)
Invoicing (renewal placements, brokerage fee, special projects, etc.)
Market certain lines of coverage as determined by the Account Executive
Maintain accurate client account in the agency management system
Follow company policies and procedures

Qualification

Proficiency in Applied Epic preferred

Required

Active Property & Casualty (P&C) insurance license required
5-8 years of insurance client-service related experience
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
Property & Casualty license or the ability to obtain immediately
Proficiency in word processing and spreadsheet applications including but not limited to Microsoft Outlook, PowerPoint, Word and Excel.
Proficiency in Applied Epic preferred, but not required
Ability to establish work priorities and manage time effectively.
Excellent interpersonal and customer service skills.
Establish and maintain effective work relationships and function in a team environment.