Bateman, Gordon & Sands, Inc. is looking to add a smart, resourceful and proactive 2-20 licensed Commercial Lines Account Manager who has experience with construction industry related clients. You will be maintaining client relationships providing exceptional service, marketing new/renewal business, reporting and following up on claims, identifying and seeking cross sell opportunities and monitoring and maintaining service goals.
Responsibilities will include:
•Developing a full working knowledge of Commercial Lines procedures.
•Review and analyze policies, endorsements, forms and rates for accuracy, recommending changes or amendments.
•Oversee requests for endorsements, control and preparation of binders, certificates, invoices, automobile identification cards and similar items.
•Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate.
•Coordinate premium financing needs with Accounting Department.
•Keep producers informed of real or potential problems.
•Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.
•Maintain knowledge of carrier underwriting criteria, deviations, plans and marketing policy.
•Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy.
•Negotiate with company underwriters.
Why Bateman, Gordon & Sands?
You will find an independently owned agency established in 1947 with an excellent reputation for exceptional client service and exclusive carrier relationships. You will enjoy a family culture and access to work directly with the Owner who appreciates continuous communication and values employees. Bateman, Gordon & Sands sits on the same side of the table as our clients as a knowledgeable consultant, not a vendor. We identify client needs and goals and use our industry knowledge, experience and imagination to provide innovative solutions for our clients.
If you have a passion for helping people and businesses manage their everyday risk, recover from unexpected life events and realize their dreams, we encourage you to be considered to be part of our team. What are some of our values?
•Reward quality work and a high level of skill.
•Value our employees professional and personal goals.
•Provide structured support from within our company to develop your professional goals.
•Create a friendly, production and cooperative working environment.
•5+ years in an independent agency setting servicing commercial accounts and marketing renewals.
•Excellent verbal and written communications skills
•Ability to read, analyze and interpret business contracts, insurance policies, coverages, documents and regulations.
•Ability to write emails, reports and business correspondence
•Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages.
•Ability to solve practical problems and deal with a variety of concrete variables.
•2-20 license required, current CE credits and a strong interest in obtaining other insurance designations.
Job Type: Full time, Exempt
Salary Range: Competitive salary based upon experience
We celebrate diversity and are committed to creating an inclusive environment for all employees. Bateman, Gordon & Sands is proud to be an equal opportunity workplace and is an affirmative action employer.
Job Type: Full-time
•Commercial Insurance: 5 years (Required)
•Insurance: 5 years (Required)
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Bateman, Gordon & Sands, Inc.