Commercial Account Manager
Core
Managing client insurance programs, processing documentation, and coordinating service delivery for commercial clients.
Role type
Commercial Account Manager
Builds
Client insurance program documentation and service delivery
Domain
Insurance / Commercial Risk Management
Required skills
Insurance program administration, policy documentation, premium finance processing, certificate issuance, policy audit processing, accounting discrepancy resolution, client coverage change requests, team coordination, outsourced team management, insurance contract comprehension, carrier communication, premium analysis software proficiency
Preferred skills
CISR designation, Kaplan Pictorials completion, multi-tasking, prioritization, Windows-based application skills (Excel, Word)
Responsibilities
Generate surveys and request renewal applications, Prepare Loss Summaries, Prepare Proposals for renewal terms, Initiate Premium Finance Requests, Issue Certificates of Insurance and Auto ID cards, Prepare Schedules of Insurance for delivery to client, Prepare policies for delivery to client, Process Policy Audits and Monthly Reports, Identify and resolve accounting discrepancies, Create requests for changes to client's coverages, Perform tasks assigned as part of the Agency Standard Service Plan, Attend meetings with Risk Management Team, Manage client's use of Certificate program, Conduct training of client as needed, Coordinate and monitor usage and quality of outsourcing teams, Complete Kaplan Pictorials, Verify accuracy of endorsements and invoice, Communicate with insurance carriers, Become proficient using premium analysis software
Seniority
Entry to Mid-level, hands-on IC