Commercial Lines Account Manager Job at Leavitt Group
A Leavitt affiliate in Nashville, TN, BTJ Insurance, is looking for an experienced commercial lines account manager for their busy office. This position can also be handled from a remote location.
The main functions of this position are to exercise discretion and independent judgment with respect to providing quotes to prospective and existing customers; coordinating any issues that arise on quotes and binding insurance coverage.
Duties:
- Binding coverage; including providing quality control, providing service support to customers and to internal sales staff.
- Supervising and servicing middle to large accounts
- Servicing day to day customer needs
- Developing and maintaining good working relationships with clients, companies and brokers
- Working with Sales Agent to coordinate new business, renewal strategy, and company selection
- Submitting completed applications to appropriate carriers, filter questions, negotiate pricing, and review quotes for accuracy
- Working with underwriters to amend coverage to meet client needs
- Evaluating Risk Transfer methods with client
- Preparing Insurance Proposals, Summaries and related documents
- Ordering and issuing binders, policies, endorsements, certificates, invoices and other related items with assistance from CSR as needed and forward to client with appropriate correspondence
- Reporting and monitoring claims until closed
- Maintaining knowledge of current market conditions and new products
- Accompanying Sales Agent as needed to client meetings
- Directing and mentoring CSRs and Assistants
- Completing projects as required by management
- Contributing to team effort by accomplishing related results as needed
Skills/Qualifications:
- Must have 5 or more years of experience servicing commercial lines accounts
- Ability to work Independently
- Strong interpersonal skills to build rapport with customers and underwriters
- Highly effective communication and negotiation skills
- Takes initiative and displays a sense of urgency
- Detail oriented with strong organizational skills
- Ability to make recommendations specific to client needs
- Must have experience with the AMS 360
- Computer skills in Microsoft Word and Excel
BTJ Insurance offers a competitive salary and an attractive benefits plan that includes health and a 401 K with company matching.
Salary commensurate with experience (55-70 K)
Qualified candidates are encouraged to apply.
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
Contract type:
- Permanent
Weekly day range:
- Monday to Friday
Work setting:
- Hybrid remote
- Office
- Remote
License/Certification:
- Insurance Property & Casualty License (Required)
Work Location: One location
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