Commercial Lines Account Manager

Commercial Lines Account Manager for middle and large accounts, responsible for client service, strategy design, renewal messaging, and more.

Requirements

• Create and deliver WIA service plan
• Prepare for and participate in strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Collaborates on mid-market placements and works with Subject Matter Experts
• Review, finalize and participate proposal meeting
• Document clients order to bind and review binder for accuracy
• Participates in post renewal meeting
• Participates in stewardship planning and delivery for large clients
• Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
• Setup and maintain account details, contacts, and policy information in EPIC
• Summarize loss history
• Summarize current programs and expiring exposures
• Draft finance contracts and create premium billing allocations.
• Review carrier invoices
• Coordinate and finalize policy check
• Coordinate audits