Commercial Account Manager Team Lead

What You'll Do:

 

• Retain current clients.
• Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client.
• Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client.
• Manage client service work product ensuring compliance of internal standards and procedures.
• Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed.
• Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly.
• Prepare accurate proposals.
• Place coverage, oversee invoicing, and document to client.
• Assist in account reconciliations, as requested or as needed.
• Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.
• Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.
• Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.
• Prepare various displays or other documentation, as requested by the Account Executive or client.
• Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F’s commitment to quality management and control.
• Work with other Account Team members to ensure client needs are met.
• Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship.
• Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.
• Be responsible for performance, annual reviews, and counseling of their direct reports team, involving the Commercial Service Manager and Client Experience Manager, as necessary.
• Be the focal person within their team for dissemination of day-to-day operational information to include absences due to illness or vacations, account assignments (at the discretion of the Commercial Service Manager), and other team communication(s).
• Involved in interviews for their team, at the discretion of the Commercial Service Manager.

 

You Should Have:

 

• Strong understanding of insurance.
• Strong written and verbal communication skills.
• Computer literacy and demonstrated ability.
• Math aptitude.
• State of residency Producer’s license
• High school diploma or equivalent
• Minimum seven (4) years insurance experience 
• Working towards industry-approved designation

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

 

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.