Commercial Lines Account Manager

Our client in Downtown Pittsburgh is seeking a Commercial Lines Account Manager to join the team

Duties:

• Manage a diverse portfolio of commercial insurance accounts, ensuring optimal coverage and client satisfaction
• Proactively seek out new business opportunities and craft comprehensive proposals tailored to client needs
• Cultivate and nurture strong relationships with clients, carriers, and underwriters
• Collaborate regularly with Producers and team members to ensure accuracy and currency of client proposals and renewals
• Identify potential risks and recommend appropriate coverage options, demonstrating a keen understanding of each client's unique circumstances
• Conduct thorough policy reviews to guarantee precision and compliance
• Accompany Producers on client meetings as necessary, providing support and expertise as a subject matter expert
• Facilitate the binding of insurance coverage and the timely delivery of all associated documents, including binders, certificates, and policies
• Manage invoice payments for each client, demonstrating meticulous attention to detail and adherence to established processes
• Address client inquiries promptly and professionally, offering guidance on insurance, claims, or administrative matters
• Prepare concise summaries of insurance, schedules, and proposals as needed, ensuring clarity and comprehension for clients and prospects alike
• Review policy audits meticulously, rectifying any inaccuracies and maintaining meticulous records
• Maintain an organized suspense system to monitor outstanding items, correspondence, and reports, fostering efficiency and accountability within the team
• Keep electronic files up-to-date and easily accessible, facilitating smooth operations and seamless collaboration
• Participate in special projects as assigned by management, demonstrating flexibility and a willingness to contribute to the broader goals of the department
• Cross-train with fellow Account Managers to expand knowledge and proficiency within the Commercial Lines Department
• Keep up with industry trends, regulations, and best practices, continuously enhancing expertise and service delivery
• Collaborate closely with team members to achieve departmental objectives and meet targets effectively
• Adhere to agency Errors & Omissions (E&O) guidelines diligently, mitigating risks and upholding professional standards at all times