Now Hiring - Sunstar Insurance Group, LLC - Commercial Lines Account Manager in Saint Louis, MO

Full description of the position

Primary

Responsibilities

• Timeline Management
• Adhere to the Commercial timeline to ensure all tasks are performed promptly and efficiently.
• Work independently and self-manage to maintain workload within designated timelines.
• Customer Relationship Building
• Build strong relationships with key customers by acting with a sense of urgency and responsiveness.
• Provide outstanding customer service to current and future clients, assisting with questions, changes, claims, certificates of liability, and more.
• Professional Communication
• Respond to customer inquiries professionally via phone, email, or fax.
• Renewal and Marketing
• Attend monthly marketing meetings with Producers 90-120 days prior to policy expiration.
• Review renewals upon receipt, identify changes, and advise Producers on additional strategy if needed.
• Prepare accurate applications and submit them to carriers for quotes when necessary.
• Compare quotes and prepare a marketing spreadsheet with the best options for customers, recommending the optimal choice to Producers or customers.
• Proposal and Policy Management
• Prepare renewal proposals as needed.
• Verify the accuracy and compliance of all policies received from carriers.
• Deliver policies according to Producer or customer instructions.
• Coverage Analysis
• Read contracts to ensure adequate customer coverage.
• Analyze coverages and recommend additional beneficial coverages.
• Coordinate with other departments to solicit additional coverages not carried by the agency.
• Administrative and Support

Duties

• Assist with accounts receivable collection as requested.
• Familiarize yourself with each insurance carrier's product lines, underwriting process, and websites.
• Stay informed about market changes.
• Attend customer meetings with Producers when requested.
• Share knowledge and experience with CSRs and other agency members as needed.
• Be available for insurance carrier meetings when requested.
• Manage and file customer documents in the agency management system.
• Perform any other duties as assigned by the Management Team.