Polly

Account Manager

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
• Develop and maintain relationships with clients to ensure that all service needs are met
• Develop new business from existing accounts and contribute to meeting departmental production goals
• Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage
• Prepare client proposals based on client’s needs, rates, and coverages
• Prepare all transactions for assigned accounts, including applications, certificates of insurance, invoices, and forms
• Maintain the accuracy of data in the agency management system
• May handle collections of premiums due
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
• Perform other responsibilities as assigned by Manager

Account Manager, Commercial Lines