Commercial Lines Account Manager

Commercial Lines Account Manager at The Demarco Group Commercial Lines Account Manager at The Demarco Group in Needham, Massachusetts Posted in 10 days ago.

Type:

full-time

Job Description:

Seeking a hybrid P&C AM for a top 5 national retail broker located in Dedham, MA. This position can be housed hybrid. The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account Your Impact At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provides support in drafting exposure gathering information, loss exhibits, submissions and proposals. Obtains loss run or policy documentation directly from a carrier website as needed. Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE. Works with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking Submitting and managing changes to the carrier per the client's request Updates the system of record to properly reflect conversations, communications and policy documentation Processing of monthly, quarterly or annually audits and monthly reports as received Handling contract reviews that are not complex in nature Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.