Commercial Account Manager - Frost Insurance Agency
Core
Supporting commercial insurance producers and account executives by managing policy service, coverage analysis, and account maintenance for a book of business valued between $450,000 and $650,000.
Role type
Commercial Account Manager
Builds
Maintains and expands assigned commercial insurance accounts
Domain
Commercial Insurance
Deliverable
client delivery
Required skills
Commercial insurance field experience, policy service management, coverage analysis, risk and underwriting data collection, Microsoft applications proficiency
Preferred skills
CISR, ACSR, CRM, CIC designations, Bachelor's Degree
Technologies
Microsoft computer applications
Responsibilities
Assist producers in identifying account-rounding and coverage enhancement opportunities; Analyze carrier quotes and coverages to determine best options; Review new and renewal policies for accuracy; Provide policy service including changes, payments, claims, and third-party communications; Assist in presenting products and preparing proposals; Respond to requests regarding coverage, policy, cancellation, reinstatement, billing, claims history, and underwriting issues; Collect detailed risk and underwriting information including census, survey, and loss history; Maintain current knowledge of underwriting and rating information.
Seniority
Mid-level, hands-on IC