CCT Renewal Account Manager

Summary:

The Client Care Team Renewal Account Manager is responsible for proficiently working with our “small” commercial insurance clients (under $20,000 in premium) in order to provide “No Excuse Client Service” in service and risk management needs in accordance with agency standards and workflows.

Essential Duties and Responsibilities:

• Manage accounts effectively by building effective relationships with assigned clients by communicating via email and phone.
• Deliver and explain policy coverage and recommend additions/changes to client insurance programs.
• Obtain signed applications from clients in accordance with agency and insurance company requirements.
• Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows.
• Resolve issues related to client billing.
• Issue certificates, evidence of property, pending cancellations and reinstatements, interim reports and other transactions, as required within agency guidelines, workflows and standards.
• Make changes to client policies and add/delete coverage as requested by the client.
• Identify opportunities to cross sell and make recommendations to the Sales Executive and/or Account Executive accordingly.
• Quality check and thoroughly review of all policies received from insurance carriers.
• Order corrections to policies and endorsements from the insurance carriers required.
• Partner with the Sales Executive (if applicable) to manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients in accordance with agency standards and workflow guidelines to ensure timely renewal of all policies.
• Determine reasons for requests for cancellations from clients and partner with the Sales Executive (if applicable) to save accounts in accordance with agency standards and workflow guidelines.
• Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures.
• Assist the Sales Executive (if applicable) in processing new business and renewals through application assembly, setting up files, assembling proposals, issuing binders I.D. cards, etc., in accordance with agency standards.
• Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications.
• Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations.
• Perform other duties as requested.