Commercial Sr. Account Manager

Senior Commercial Account Manager

Essential Duties & Responsibilities:

Documentation:

Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to:

• Generate surveys and request renewal applications
• Prepare Loss Summaries
• Prepare Proposals for renewal terms
• Initiate Premium Finance Requests
• Issue Certificates of Insurance and Auto ID cards
• Prepare Schedules of Insurance for delivery to client
• Prepare policies for delivery to client
• Process Policy Audits and Monthly Reports
• Identify and resolve Accounting discrepancies
• Create requests for changes to client's coverages

Teamwork:

Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:

• Perform tasks assigned as part of the Agency Standard Service Plan
• Attend meetings with Risk Management Team as appropriate.
• Manage client's use of Certificate program, conducting training of client as needed.
• Treat clients, prospects, and company employees with courtesy and respect.
• Contribute to a team approach toward meeting goals and providing excellent client service.
• Coordinate and monitor usage and quality of outsourcing teams
• Seen as a mentor and subject matter expert (a recognized "go-to" person)
• Liaison for other Account Managers on coverages and processes
• May take the lead on quality check/training of new colleagues
• Strong cooperation and effective communication with clients, vendors and co-workers.
• Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
• Other duties as requested by members of Service Team
• Act as lead when the Account Executive is absent

Technical Expertise:

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:

• Power user or go-to expert on several systems or technical skill sets
• Complete Kaplan Pictorials
• Have insurance designations of CISR or equivalent
• Verify accuracy of endorsements and invoice as necessary
• Strong comprehension of Insurance Contract requirements for Certificates
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Responsible for entire management of one to two accounts.
• Utilize carrier online rating programs as necessary.
• Participate in Position Rotation
• Subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems (Sagitta, ImageRight, eMMA, etc.)
• Demonstrate success in servicing multiple client renewals
• Proven expert proficiency validated by Trainer and Manager

Requirements:

• Education: College Degree, preferred
• (Internal) completed Kaplan Pictorials, ACSR or CISR Designation and CIC Designation
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
• Operational knowledge of various Windows-based application programs such as Excel and Word
• Willing to work overtime due to cyclical nature of business.
• Masters all analyst duties and demonstrated proficiency and how to research and access Best Practices.