COMMERCIAL ACCOUNT MANAGER

HealthSure is an established, Texas-based risk and consulting firm seeking an experienced and highly motivated Commercial Account Manager.We focus on insurance and asset protection through innovative risk management strategies for the healthcare industry. 

 

QUALIFICATIONS

To be considered for this career opportunity, you must have:a high school diploma.  A college degree preferred.at least 5 years insurance-related experience, preferably in underwriting or servicing.proficiency using Microsoft Office (Word/Excel).ability to utilize computer programs and understand functionality.excellent written and oral communication skills.exceptional organizational skills.above average mathematical skills and ability to rate commercial insurance policies.appropriate insurance agent's license.full knowledge of insurance products and usages.knowledge of insurance markets and reference to markets.knowledge of rating and underwriting procedures.knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain and write assigned clients.

 

AREAS OF RESPONSIBILITY

New BusinessAssists clients with making coverage changes in an automated environment supported by transactional filing; uses each contact with the client as an opportunity to review the whole account, round it and market.Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.Provides technical support to producers to benefit clients and to reach agency's strategic business goals.Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.Explains to clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy.Actively seeks referrals from current client base

RetentionPrepares summaries of insurance, schedules, and proposals as needed for account review.Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers.Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.Maintains and updates electronic and transactional files.Processes incoming mail requests, responding promptly and appropriately.Determines reasons for requests for cancellations; acts to save accounts.Assists clients in submitting first reports of claims; facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed and to work toward settlement of claims.

MarketingActively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.Assists in design of insurance service plans for clients as directed by management.

Personal & Organization DevelopmentSets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.Keeps informed regarding industry information, new product information, legislation, coversages and technology to continuously improve knowledge and performance.Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals.Maintains up-to-date technical manuals and understands how to perform technical tasks to expedite client service.