POSITION SUMMARY:

The Account Manager is responsible for servicing a designated book of business of client relationships for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber). The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. An understanding of the insurance market along with building and maintaining strong relationships with our insurer partners is essential.

DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:

• Responsible for servicing a designated book of business/clients as relating to marketing, claims, and administration; follow all service protocols for the department Support Producers with onboarding of new clients and retaining existing clients.
• Assess the risk management needs of prospects and clients and will market new and renewal accounts.
• An understanding of the marketplace along with building and maintaining strong relationships with our insurer partners is essential.
• Compliance with B. F. Saul Insurance policies and procedures manual; support quality assurance process

SPECIFIC TASKS:

• Utilize system capability (AMS) and properly to maintain complete and accurate data and documents
• Recommend potential enhancements to processes and/or current policies
• Recommend coverage and/or policies we do not currently handle
• Monitor status on open claims and communicate with the client during the claim process; escalate claim as appropriate to ensure client satisfaction
• Assist team in developing service timelines
• Develop renewal strategy material and coordinate with document design as appropriate
• Request renewal information from the client and compare against expiring
• Select insurers for underwriting submission; negotiate and follow up on quotes and do initial ; coverage analysis; develop renewal coverage specifications
• Develop/present renewal proposal to client in coordination with Account Executive or Producer
• Bind and invoice programs with insurers; review and submit to client
• Facilitate premium financing
• Follow up on policy/endorsement issuance and check policies, endorsements, and audits for accuracy prior to client delivery
• Complete Surplus Lines filing, if applicable
• Issue Certificate of Insurance
• Assist with premium payment, including client and insurer follow-ups
• Participate and execute specific projects or additional job duties as assigned
• Prepare claim reporting manuals or other similar documents at the direction of an Account Executive or Claims Advocate
• Maintain privileged and confidential information

JOB REQUIREMENTS (SKILLS/ABILITIES):

• Work really hard let s not confuse effort with results
• Embrace Failure if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
• Be growth oriented want to be part of a growing business
• Impact the business deliver unexpected client results; take personal accountability
• Intellectual curiosity willingness to learn
• Initiative find practical solutions for our clients
• Open to feedback seek constant improvement; understand your strengths and opportunities for improvement
• Operates with uncertainty open to new experiences as a means of self-improvement
• Teamwork work well with others, proactively share information with colleagues
• Professional manner high standard of performance and integrity
• Think strategically make thoughtful decisions
• Communication listens well; concise and articulate in speech and writing

REQUIREMENTS:

• Bachelor s degree (B.A.) or equivalent from four-year college or 3+ years of commensurate work experience related to the Insurance industry experience
• Appropriate state licensing required
• Insurance industry designations are preferred
• Intermediate to advanced level of experience with Excel and PowerPoint