Senior Commercial Account Manager

· Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company.<\/span>
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· Solicit referrals from existing accounts<\/span>
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· Assist in resolving any problems in accounting or claims<\/span>
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· Support and enhance the standing/position of office personnel with clients as part of a broader client relationship<\/span>
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· Coordinate timely presentations for both new and renewal business<\/span>
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· Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.<\/span>
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· Achieve a balance in production to meet agency "mix of business" goals<\/span>
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· Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc.<\/span>
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· Accurately describe policies and endorsements for precise alignment with client needs<\/span>
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· Assist Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts.<\/span>
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· Enhance cross selling efforts by referring clients to Life and Commercial Lines Departments<\/span>
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· Expected to meet and track monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing and other appropriate avenues<\/span>
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· Must acquire all necessary information for a quality new business submission, inclusive of: information to complete application, questionnaires, photos, diagrams, and any other data pertinent to accurately grading risk<\/span>
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· Be available for communication with marketing department, underwriter, and loss control staff<\/span>
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· Assist with the presentation of new business proposals to clients<\/span>
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· Arrange for delivery of the policy when received from company<\/span>
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· Maintain knowledge of underwriting criteria for carriers represented by brokerage<\/span>
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· Assist senior staff in the evaluation and coordination of risk submissions for selected markets<\/span>
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· Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks<\/span>
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· Keep current with new developments on existing accounts<\/span>
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· Submit outbound communications (letters, calls, etc.) as required<\/span>
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· Assist the Senior Account Executive with the presentation of renewal documentation<\/span>
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· Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions<\/span>
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· Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public<\/span>
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