Senior Account Manager - Commercial Lines

Account Management:

• Manage policy expirations and renewals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.

Client Services:

• Handle customer service requests, policy administration, and coverage analysis.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.

Operational Excellence:

• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Direct daily activities and workflow of the account management team.
• Monitor and maintain activity/suspense to ensure timely completion.