ClientAccountManager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. **Purpose:** To work closely with the producer and Commercial Lines Customer Service Representative to service new and existing accounts to achieve Agency sales goals and service standards. Responsible for securing the retention of specifically assigned Commercial accounts through marketing responsibilities. **Essential Duties and Responsibilities:** Develop a full working knowledge of Commercial Lines procedures. Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments. Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments. Oversee the requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items. Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate. Maintain account files, overseeing that documents are placed into appropriate sections of automated database. Order cancellations where requested or required. Assist in clearing unbilled items, account differences, and commission differences. Coordinate premium financing needs with Accounting Department. Keep producers informed of real or potential problems. Correspond with markets and clients, accompanying producers on visits as requested. Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets. Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy. Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy. Negotiate with company underwriters. Prepare complete and accurate submissions. Prepare and/or modify quotations when required. Maintain a suspense file for proper follow up of