Commercial Insurance Account Manager
Company: McGriff Insurance Services
Posted on: February 17, 2020
Job Profile Summary Support Property and Casualty producer and
Account Executive, if applicable, by serving mid-sized and
moderately complex clients, be knowledgeable in coverages, carrier
guidelines, underwriting, and legislative changes, to maintain
relationships with clients and carrier representatives and to
assist in suggesting new lines of coverage for existing clients.
Essential Duties and Responsibilities:Following is a summary of the
essential functions for this job. Other duties may be performed,
both major and minor, which are not mentioned below. Specific
activities may change from time to time.1. Build and maintain key
client and carrier relationships, by phone, e-mail and in person.2.
Assist assigned clients and staff with service questions related to
administration, billing, claims issues and problem-solving, upon
request.3. Continually seek cross-sell opportunities and suggest
new lines of coverage.4. Work with producer, and/or Account
Executive, to monitor and manage the renewal process for assigned
clients. Coordinate meeting with client and/or producer to present
the renewal and supporting documents to gain acceptance of the
renewal or commitment to go to market for alternative options.5.
Attend and coordinate meeting with client and/or producer to
present the renewal and supporting documents to gain acceptance of
the renewal or commitment to go to market for alternative
options.6. Prepare marketing information or provide required
information to a marketing person. Once marketing options have been
prepared, the producer/Account Executive/Account Manager presents
the options to the client.7. Conduct quarterly account management
visits with assigned clients to review renewal decisions. Formulate
a plan with producer to address any issues.8. Review claims reports
monthly and deliver reports to clients on monthly or quarterly
basis, as required.9. Provide administrative support on other tasks
such as assigned special projects and development of new
ideas/services, as requested.10. Become proficient in the Agency
Management System, specifically to update policies that are written
or renewed, log activities to document client meetings, carrier
follow-up, service issues, establish follow-up date and daily
manage follow-up in Agency Management System. Also, understand how
to use the system to acquire information to assist clients.11.
Attend seminars, classes and carrier meetings to keep abreast of
new products available for clients and acquire expertise in
legislative changes, as opportunities occur.12. Mentor and train
Account Manager I. Required Skills and Competencies:The
requirements listed below are representative of the knowledge,
skill and/or ability required. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions.1. Bachelor's degree or equivalent education
and related training2. Five years of solid experience gaining
knowledge of Property and Casualty or equivalent experience3.
State-issued license4. Ability and experience working with large
retail accounts5. Good written and verbal communication skills6.
Good problem-solving skills7. Good organizational skills8.
Demonstrated proficiency in basic computer applications such as
Microsoft Office software products9. Ability to travel,
occasionally overnight Truist is an Equal Opportunity Employer and
considers all qualified applicants regardless of race, gender,
color, religion, national origin, age, sexual orientation, gender
identity, disability, veteran status or other classification
protected by law. *Note: Third-party unsolicited resumes are not
accepted at this time.
Keywords: McGriff Insurance Services, Baltimore , Commercial Insurance Account Manager, Executive , Columbia, Maryland
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