Commercial Lines Relationship Specialist

6 days ago

Geelong, Victoria, Australia beBeeAccount Full time $65,000 - $80,000
Job Overview

We are seeking a highly skilled Senior Account Manager to join our team in Geelong, AU. This role involves working closely with clients to understand their needs and provide tailored solutions.


Main Responsibilities
  • Maintaining maximum retention of existing book by delivering exceptional client service
  • Organizing and attending internal renewal strategy meetings
  • Attending external client meetings as required
  • Responding promptly to client emails and telephone calls
  • Preparing all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions)
  • Maintaining monthly expiry lists including following up on project expiries
  • Monitoring abeyances for outstanding information
  • Updating spreadsheets such as Statement of Values and Contractors Equipment
  • Writing correspondence and sending documents to clients (using company templates)
  • Liaising with marketing on placements, renewals, and midterm policy changes
  • Handling complete brokering process on small mid-size policies within the book
  • Reviewing of leases and contract documents and providing coverage advice to clients
  • Providing bid costing for clients prior to tender closings and recommending appropriate coverage
  • Completing certificate requests
  • Recommending additional coverage to clients (using coverage checklist)
  • Quoting and issuing premium finance contracts as requested
  • Following up on accounts receivable
  • Following corporate policies and procedures
  • Maintaining continuing education credits for licensing
  • Other miscellaneous duties and special projects as required

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