Commercial Lines Account Manager (4870)

Portland Metro Area, OR | Permanent

Post Date: 01/04/2018 Job ID: JN -042017-4870 Industry: Insurance
Evo is seeking a full-time direct hire Commercial Lines Account Manager for our Portland Client.

DUTIES:
  • Provide prompt, accurate, courteous service to customers, producers and company personnel
  • Grow and develop talents and insurance knowledge to highest level possible
  • Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts
  • Initiate and maintain client service plan and value added services for key accounts, reporting updates to producer and account executive on services rendered
    • Work with producer and account executive to ensure service timelines and client promises are met
  • Provide resource when presented an opportunity including the ability to review an account and deliver competitive analysis of options and recommendations as compared to current insurance program
  • Assist producer and account executive in handling and processing of new and renewal commercial lines business
  • Support department in placing new business and renewal account retention to achieve agency/department goals
  • Service commercial lines accounts as assigned and requested
  • Handle day to day management of account including client and carrier requests in a timely manner per department procedures
  • Develop and maintain relationships with clients and carrier partners
  • Collect premiums per established agency procedures
  • Maintain expiration list following department procedures
  • Prepare new business and renewal submissions for quotes
    • Coordinate expirations with producer and/or account executive to compile account information including required supplemental documentation, underwriting data and quote option needs
    • Prepare proposals of insurance including forms analysis and premium comparisons
    • Participate in client visits with producer or account executive as necessary
  • Market submissions to carriers as appropriate and aggressively negotiate new and renewal pricing with carrier
    • Quote online as required by carrier
  • Review all applications, quotes, policies, endorsements and audits for accuracy
  • Set up and prepare new and renewal account files per agency procedures
  • Invoice premium bearing transactions
  • Notify producer or account executive of any unpaid audits and request appropriate actions be made according to agency collections procedure
  • Prepare account summaries as required
  • Prepare policies, endorsements, certificates, auto ID cards and related documents for delivery to insureds as needed
  • Prepare and process cancellations when required per agency procedures
  • Prepare and process all certificate requests as required within 24 hours of request per agency procedures
  • Report claims to carrier and assist in claims management issues as needed
  • Maintain suspense items in a timely manner
  • Maintain all client service activity in the agency automation system. Immediately report all malfunctions of system software to the systems manager
  • Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered by preferred carrier partners and surplus markets available
  • Participate in seminars and classes for skill and knowledge development
    • Provide technical updates as appropriate and serve as resource to other agency personnel
  • Service commercial lines accounts in a manner that eliminates gaps in coverage, thus reducing our E&O exposure
  • Prioritize workload and request assistance as required
  • Assist other departments, producers and account executives in cross selling and account rounding
    • Help secure and/or provide information necessary to issue appropriate policies for which we have a mutual client
  • Meet with clients as requested to discuss and handle their insurance needs
  • Keep producer and account executive fully informed of all important activities on their accounts
    • Assume other job responsibilities as assigned by producer, account executive or department manager
  • Coordinate carrier loss control activities and provide summary regarding results of meeting for file
  • Perform policy audit review on new business opportunities as needed
    • Analyze current program to determine coverage gaps, concerns and recommendations
    • Prepare conceptual proposal based on findings working closely with the producer to customize the report to fit presentation needs
  • Prepare annual stewardship reports as required
  • Perform special projects and other duties as assigned
SKILLS and REQUIREMENTS:
  • Professional designation preferred
    • Must hold or currently be working toward industry professional designation such as CPCU, CIC, ARM, etc.
  • Proficient in Microsoft Office (Word, Outlook, and Excel)
  • Knowledge of computer systems and operations is required
  • Good listening skills and attention to detail are critical
  • Technical knowledge and thorough understanding of commercial insurance and products is essential
  • Excellent interpersonal and customer service skills
  • Strong communication skills (both verbal and written)
  • Professional appearance and demeanor
  • Able to work well in a team environment
  • Good problem-solving skills
  • Capable of managing multiple projects
  • Detail oriented and organized
  • High degree of self-motivation and self-direction
  • Must be flexible and reliable
  • 4 year Bachelor s degree and a minimum 2 years experience as a customer service agent or demonstrated job experience as a receptionist and/or administrative support position
  • Must be licensed per state requirements
  • Occasional lifting of files approximately 20 pounds or less
  • Must be able to travel within service territory including greater Oregon and Washington as needed
  • Must have valid driver s license, insurance and transportation
  • Ability to work overtime as necessary
Applicants must be fully authorized to work in the U.S. and physically be in the U.S.
CORP-to-CORP requests will NOT be entertained.
Relocation assistance will not be available for this position.

Evo is an equal opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, disability, veteran status, sexual orientation, gender identity, or any other protected factor.

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