P&C Account Manager
Core
Service new and existing commercial insurance accounts to achieve sales goals and service standards, focusing on retention and marketing.
Role type
P&C Account Manager
Builds
Commercial insurance policies and services for assigned accounts
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines procedures knowledge, policy analysis, binder/certificate preparation, account file management, premium financing coordination, carrier underwriting criteria knowledge, quotation preparation, agency automation proficiency
Preferred skills
CPCU or CIC designation, 1-2+ years insurance experience
Technologies
Microsoft Windows environment (Word, Excel, PowerPoint, Publisher)
Responsibilities
Handle client requests for endorsements, forms, and rates; review and analyze policies for accuracy; oversee endorsement requests and prepare binders and invoices; maintain account files in automated database; coordinate premium financing; correspond with markets and clients; negotiate with company underwriters; prepare and modify quotations; check carrier issued policies for accuracy
Seniority
Individual Contributor