501 Fayetteville Street. Raleigh, North Carolina. 27601.
Position Title: Commercial Lines Account Manager
Business Unit: INSA
Reports to: Supervisor of Commercial Lines Client Services
Position Overview:
The Account Manager's main role is to ensure customer satisfaction and client retention by delivering timely, consistent and exceptional service for an assigned book of business. The incumbent performs every function within the department, shares responsibility of the department in the event of an absence and helps other departments when needed.
Primary Responsibilities:
Manage client relationships and ensure superior service. Receive phone calls from clients and carriers and comply with requests. Works independently to resolve client issues and discrepancies with some assistance from sales executive when needed.
Coordinate with sales executive to discuss renewal strategy and prepare professional insurance summary. Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients. Maintains fluency in all company interfacing and product guidelines for rating and making changes.
Responsible for the data integrity of information within the agency management system. Maintain and prioritize workload, including work assigned to Account Technician by AM. Maintain familiarity with and follow agency workflows and procedures.
Perform contract review with respect to insurance requirements and issue non-standard certificates. Maintain suspense system to follow up on outstanding items. Collaborate in a professional manner with all clients, carriers and teammates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial lines coverage and underwriting, technical knowledge and understanding of all forms of coverage and risk alternatives.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Property and Casualty Insurance License in state of PA required. Insurance designation preferred.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
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