The Account Manager oversees policyholders' renewals and inquiries, ensuring premium targets are met and identifying cross-selling opportunities. This position conducts coverage assessments, nurtures client relationships, and ensures adherence to company protocols. Managing a portfolio & premium trends, and administers invoicing and endorsement tracking. Moreover, this position assists in managerial duties and contributes to new hire training initiatives.

SPECIFIC DUTIES:

Direct

• Meet and/or exceed company and departmental premium persistency and direct written premium goals by facilitating the renewal process for assigned MAGMUTUAL® policyholders across all lines of business.
• Serve as point of contact for policyowners throughout the year to assist with any and all coverage changes or coverage inquiries for all lines of business.
• Conduct annual coverage reviews to ensure all coverage needs within the practice, business and regulation of medicine are satisfied.
• Capitalize on all cross-sell premium opportunities to ensure goals are met individually and departmentally.
• Develop and maintain valuable relationships with key decision makers to reinforce overall retention goals.
• Assist management, as needed, with report preparation and periodic review of retention and revenue goals/strategies.
• Document, organize and maintain all account records in EPIC, SalesForce and ImageRight systems.
• Comply with all Company procedures, guidelines and levels of authority.

Commercial Lines

• Manage new and renewal MMIA commercial lines book of business with outside carriers
• Assist SBU Managers with monitoring and collection of MMIA receivables
• Forecast monthly premium for MMIA commercial accounts and provide explanation of variances
• Ensure external company compliance for all agency/agent licensing and contractual obligations
• Responsible for proper use of Salesforce for all MMIA commercial business including pipeline, accounts and policies.
• Perform risk analysis, propose coverage solutions, and prepare quotes for commercial business with outside companies.
• Meet with existing clients or direct sales team to discuss service/claims issues, new risk exposures, and recommend appropriate upgrades as needed.
• Assist management with developing annual sales and retention goals as well as strategies and action plans to accomplish goals.
• Apply expert knowledge of products and services to assist with new hire training.
• Follow up with clients on all required MMIA renewal applications.
• Track and follow up on endorsement requests with companies.
• Generate loss run reports.
• Answer client calls as needed and direct requests or questions to Commercial Lines

QUALIFICATIONS, EXPERIENCE REQUIRED:

• College degree and/or professional designation required.
• Minimum of 3-5 years personal lines (P&C) insurance experience with emphasis on professional liability and/or commercial lines in agency /brokerage environment.
• Excellent communication and negotiation skills.
• Resident and/or non-resident Property and Casualty agent licenses required.
• Must possess organizational and time management skills, a desire to work in a fast paced team environment and the initiative to consistently exceed customer expectations.
• Ability to communicate effectively and present professional image.
• Must possess desire to work in a results oriented team environment.
• Experience with Applied Epic and a paperless environment preferred.
• Some travel may be required.

JOB REPORTS TO:

• Chief MagMutual Agency Officer

Location: 

Atlanta Office