Commercial Lines Account Production Manager

Position Summary:  The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business.

Supervisory Responsibilities:  None
Essential Tasks:

Responsibilities related to Existing Accounts:

• Help gather exposure updates and applications for renewals.
• Track and ensure service timeline items are completed.
• Manage daily task tracker of ongoing follow up items.
• Verify renewals are booked and items issued (COI, auto ID cards, etc).
• Track claims submitted to the claims department and aid with quality control.
• Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets.
• Track account details: coverage in place, coverage opportunities, and cross-sell data.
• Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc.

Responsibilities related to New Business:

• Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc).
• Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc).
• Ensure marketing timeline is established and submitted to Day 2 team.
• Center of Influence development – help further relationships with targeted COI’s

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• Minimum of 7 years of experience in insurance related role.

Licensing and Credentials:

• Active General Lines or Property & Casualty License required

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.