Commercial Account Manager - Specialty Auto

About this role

Account Manager - OA09HN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

This role will have a Hybrid work schedule, with the expectation of working in an office Greenwood Village, CO, Scottsdale, AZ, Frisco, TX, Chicago, IL, Overland Park, KS 3 days a week (Tuesday through Thursday).

The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Specialty Auto underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for Underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed.

RESPONSIBILITIES • New and Renewal Analysis/loss analysis and prepping entire account for quotes

• Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities

• Rating analysis is required for new and renewal prep work and underwriting thought process

• Responsible for MVR analysis, State and federal filings in accordance with the States. 

• Review and analyze Endorsement requests, escalate issues as required, process endorsements

• Complete policy analysis on each policy and send for UW review.   (Terms and Conditions, exposures, general information, aggregates etc.)

• Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company

• Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation

• Participation in projects, as requested/needed

Main systems used:  Outlook/Ascend/ Image Right/ Policy Decisions/ web based vendors.  (Genius knowledge a plus but not required)   Broker Management & Client Relations • Serve as a critical partner to the underwriting teams within the Global Specialty Wholesale Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for underwriters and brokers within assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization

• Routine, structured, and high complexity assignment work. Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. 

• Builds and maintains relationships with key wholesale broker contacts and decision makers through regular interactions, renewal retention, quoting and delivery of excellent broker/producer service.  Effective at rebuilding “damaged” customer relationships.

• Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year).

• Prepares submissions for rating and acts as the gatekeeper between the Broker, Underwriter and the Operations Service Center

Underwriting Support • Performs initial prequalification on all renewal account submissions, (new business submissions) and generates a summary of all findings and makes a recommendation to pursue or decline

• monthly pre-qualification meetings with Underwriter, provides recommendations on renewal/new business accounts. 

• Works independently to proactively maintain timeliness and information in underwriting file(s).

• Can negotiate skillfully in tough situations with both internal and external groups.  Can win concessions without damaging relationships; focus is on win/win proposition for brokers and company when reviewing new or renewal accounts.

• Support sales efforts through an understanding of Wholesale Market Strategies strategies and industry programs, as well as makeup of assigned book of business and broker territory; clear understanding of sales and business goals, top partner performance, and book mix.

• Uses strong information gathering and diagnostic skills to solve problems.

Workflow distribution • Coordinate activities for all supporting tasks (Rating, Broker/Producer information, Risk Engineering, etc.) on new business submissions and renewal accounts. 

• Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions.

• Monitors work performance to ensure quality objectives and service commitments are achieved. 

• Facilitates routing of tasks and work between broker, underwriters, service team, and home office team.

Project / Backup support • Backs up other Account Managers as needed. Routes information to and from underwriting teams in the absence of local underwriter.

• May support various projects as determined by Operations and/or underwriting staff.

QUALIFICATIONS • Prior Commercial Market Insurance industry experience as an Account Manager or Underwriting Assistant at either an insurance carrier/agency required

• Functional knowledge of Commercial Lines rating experience

• Knowledge of the following insurance coverages: Commercial Auto, Commercial Property, Commercial Excess Liability, Commercial General Liability

• Excess & Surplus experience a plus

• College Degree preferred

• Strong Customer Service orientation and Relationship Building skills

• Effective Communication Skills / Written and Verbal

• Strong te

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