Prepare new submissions in accordance with internal marketing standards for submission to carriers. Knowledge of commercial coverages and ability to work in a fast-paced team environment. The experienced Commercial Lines Account Manager to assist with the marketing and servicing of commercial P/C accounts.
• Experience with real estate construction small contractors mid market etc. with a generalist background is best. • Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services. • Maintain client data integrity through regular maintenance and oversight of updates of applications schedules etc. • Review company audits for accuracy invoice and follow up on additional premiums as required. • Prepare renewal marketing submissions in accordance with internal renewal timelines. • Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business. • Assist in the cross-sell and rounding out of accounts. • Prepare premium finance contracts and company financing as needed. Requirements: • 5+ years experience in a retail environment • State Property and Casualty license required. • 5 years of account management experience preferably in a retail agency setting.
• EDUCATION: Bachelors degree plus State Property and Casualty license required.
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