Remote Large Commercial Account Manager

***Remote AFTER training***

Job Description:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Essential Functions:

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered placed or renewed in a timely manner in accordance with PIA renewal practices.
• Direct proactive communication with clients
• Direct interaction with Sales Executives on any and all assigned accounts for renewal rounding or crossselling
• Direct interaction with Sales Agents Marketing Managers and Technical Assistants on the renewal rounding and crossselling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Crosssell and/or refer to the appropriate departments prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing rating preparation of proposals and applications forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Record report and service assigned clients claims and losses or refer clients to Claims department
• Request and research reports and information relevant to the placing of new and/ or renewal business. Regularly review exception and aged receivable reports check for accuracy and correct if needed.
• Follow company procedures regarding the documentation and maintenance of account information in EPIC system
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to the Branch Manager
• Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information
• Any other duties as assigned

Education/Experience:

• High School diploma or General Education Diploma (G.E.D.)
• 3 to 5 years of commercial lines insurance experience
• Active 220 Property & Casualty Insurance License
• EPIC experience a plus
• LARGE account experience a must.
• Condo a plus

Remote Work :

No