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The Commercial Account Handler role is a fantastic opportunity for a career-driven individual eager to make a significant impact within our client’s organization. The intricate nature of the accounts and the innovative service offerings create a challenging yet rewarding learning environment, promoting both professional and financial growth.
Job Responsibility:
Assists in all aspects of servicing and developing new and renewal business
Strong focus on Property both residential and commercial and who understands the technical aspect of managing and placing property risks both individual and portfolio
Good connections and an understanding of the local insurer market
Travels as needed to meet with clients, and provides assistance in the production of new accounts when required
Serve as an overseer for communication and service with clients
identify and coordinate appropriate internal value-added resources on a client-to-client basis
Works collaboratively with Introducers, Insurance Consultants, Claims Manager and Support Personnel for the development and delivery of risk summaries, reports, loss analysis/experience information for clients, etc.
Produces revenue through cross-sales to new and existing clients
Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals
Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
Coordinates the efforts of the Account Manager and Technical Support to service clients efficiently
Works closely with Account Manager to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
May handle all aspects of client relationships on certain accounts
Mentors staff as required
Other duties as assigned from time to time
Requirements:
At least 5 years of professional experience in Commercial Insurance
Proficiency in Excel, PowerPoint, and MS Outlook
Essential proficiency with Acturis
Professional qualification preferred (CII, CIC, CRM, etc.) or willingness to pursue
Nice to have:
Professional qualification preferred (CII, CIC, CRM, etc.) or willingness to pursue
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