Account Manager - Commercial Lines (Smith McGehee Insurance Solutions)

Smith McGehee Insurance Solutions, an Acrisure agency partner, provides specialized risk consulting and insurance brokerage services to middle-market companies. We develop successful business relationships by partnering with forward-thinking companies who understand that taking action to reduce risk accelerates growth and increases profitability.

The Account Manager is a member of a Commercial Lines team providing customer service for commercial lines clients. This position is responsible for gathering and organizing data and preparing and presenting quotations to clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Service assigned customer accounts including obtaining rates from carriers and providing quotes and illustrations for new and renewal risks.
• Prepare spreadsheets used for new customer quotes and renewal meetings.
• Review policy and endorsements for accuracy; report errors to insurance company for correction.
• Answer customer and carrier phone calls fielding/answering questions.
• Interface with others to obtain and deliver information, quotations, policy changes, etc.
• Input and update customer and policy information in account management system.
• Obtain customer information and prepare data for policy quote illustration.
• Prepare presentations for Account Executive meetings.
• Prepare all correspondence and proposals.
• Handle confidential and non-routine information.
• Work independently and within a team on special and nonrecurring and ongoing projects.
• Assist in cross-selling accounts.
• Keep Account Executives fully informed of all important activities on their accounts including being sensitive to potential problems.
• Present quotes to clients.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• College Degree or the recognized equivalent in education and experience, preferred
• P&C insurance license, required
• Minimum 3-5 years relevant Commercial Lines experience, preferred
• Professional designation - CIC, AAI, ARM, CPCU, preferred

Technology Skills:

• EPIC or similar agency management software experience, preferred
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications:

• Ability to work with minimum supervision; able to accept direction on given assignments.
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong analytical skills and attention to detail to ensure accuracy.
• Excellent phone etiquette, written & verbal communication skills.
• Demonstrated superior presentation and relationship skills in this highly client interactive role.
• Able to work effectively in a team environment with strong customer service skills.
• Experience with a broker/agent, including marketing large middle market accounts to carriers
• Strong knowledge of all basic P&C coverages with a focus on Property, General Liability, Umbrella/Excess Liability, and Professional Liability.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work from home when needed.
• When in the office, work is done in a temperature-controlled, non-smoking office.
• Work stations are cubicles with moderately high sides.
• The noise level in the work environment is usually moderate.

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurance and Flexible Spending Accounts.

Smith McGehee Insurance Solutions is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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