Commerical Lines Account Manager - SBU

Position Summary:

The Account Manager is responsible for the day-to-day oversight and servicing of specific accounts working in conjunction with the Small Business Unit. This position requires direct interaction with clients, Producers, Customer Service Representatives, Marketing Department, insurance companies, finance companies and various departments within the HUB organization. A Property & Casualty License is required.

Job Responsibilities include, but are not limited to:

  • Assist producer is gathering information from insured for new business or for updating renewals
  • Expiration/Timeline Coordination
  • Market new and renewal business or send to Marketing department based on threshold
  • Enter New Business in EPIC
  • Update Renewal Applications in EPIC according to procedure
  • Compile Loss Summary
  • Complete supplemental applications
  • Compile information and obtain OCP, Builders' Risk, and Flood Quotes (New Business)
  • Review New Business and Renewal quotes
  • Prepare premium comparisons (when not done by marketing)
  • Prepare Proposals
  • Bind coverage with carrier or request Marketing to bind coverage
  • Prepare all forms to be signed
  • Set up EPIC suspense for follow up on all processes, including policy receipt and delivery
  • Complete 'New/Renewal Procedures' checklist
  • Review applications in system for accuracy
  • Review policies for accuracy using the 'Policy Checklist' when not given to CSR
  • Review contracts for insurance requirements and certificates
  • Troubleshoot problems with audits, accounts receivables, processing, coverage issues, etc.
  • Prepare New/Renewal certificate of insurance for issuance by CSR
  • Invoice all New/Renewal Agency Bill transactions as per guidelines
  • Invoice all other Agency Bill transactions as per guidelines that are not handled by CSR
  • Back up Producer
  • Back up to AM not in office as directed by Supervisor
  • Back up CSR
  • Attend monthly AM meetings

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