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Account Manager - Commercial Lines

AHT Insurance is seeking an experienced Account Manager to play a key role in servicing property and casualty accounts across a diverse book of commercial clients.  The Account Manager is an integral part of the Commercial Lines team and partners with Producers, Account Executives, and others in the agency to deliver a high level of service to our commercial clients.  This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

This is an exceptional opportunity for career minded individuals who seek the opportunity to work with a well-respected independent insurance broker.  Our high retention rate means that your relationship building skills will be recognized and valued.  We have excellent insurance company relationships and an outstanding reputation with our clients.  AHT is recognized among the “100 Largest Brokers” by Business Insurance and has repeatedly been recognized as a top employer, both within the insurance industry and across various geographic markets. 

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Position Responsibilities

The Account Manager will be chiefly responsible for:

  • Managing and maintaining existing commercial accounts.
  • Composing professional correspondence via letter, email, and/or fax.
  • Responding to telephone calls and correspondence in a timely manner to address all requests and inquiries from companies and clients.
  • Reviewing policies and endorsements for accuracy and ensure timely delivery to the insured.
  • Processing policy changes utilizing internal and external systems and processes.
  • Preparing Certificates of Insurance, forms, ID cards, audits, and other policy documents.
  • Preparing and processing invoices, correcting accounting discrepancies, and maintaining correct accounting information for each account.
  • Marketing and negotiating renewals with companies.
  • Counseling and advising clients on coverage and exposure and recommending and placing additional coverage as needed.
  • Preparing special reports/analysis, statements of value, summaries of insurance, and other documents as required by the client or the agency.
  • Reviewing leases, contracts, and financial statements related to the client’s insurance.
  • Reviewing and discussing loss control recommendations with the client.
  • Providing guidance and assistance to the insured for claims, and monitor claims as outlined by agency procedures.
  • Pulling loss runs and review claims activity; follow up when appropriate to obtain claims status.
  • Communicating claims information to others in the agency, and maintain up-to-date claims information in the system.
  • Attending client meetings with the Producer or Account Executive, when requested.
  • Performing additional office management and administrative duties, as needed, to include ordering supplies, putting together presentations, coordinating conference registrations, etc.

Position Requirements

  • Licensed Property/Casualty agent with special consideration given to candidates with insurance designations including CPCU, RPLU, ARM, and CIC.
  • Experience with professional liability policies.
  • Professional demeanor and strong verbal and written communications skills.
  • Excellent organizational and time management skills.
  • Ability to apply critical thinking, make sound judgments, and pay attention to detail.
  • Three or more years of experience handling middle market and larger commercial accounts.
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