Jobs · Finance · Alabama

Account Manager I-Commercial Lines

Sunstar Insurance Group · Gulf Shores, AL · 1 mo ago
On-siteFinanceFull-time

Primary Responsibilities

  • Manages the service and sales support for assigned book of commercial lines business
  • Affords assistance with all new and renewal submissions
  • Marksets new business and current accounts in a timely manner
  • Reviews Policies for accuracy and completeness
  • Reviews client policy transactions to verify they are in accordance with company guidelines
  • Documents all activity related to a customer/policy in agency management system
  • Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
  • Provides prompt, accurate, and courteous service to customers, producers, and company personnel
  • Improves insurance skills and knowledge by seeking out educational opportunities

Desired Skills

  • Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
  • EPIC agency management system software experience strongly preferred
  • Experience working with multiple lines of commercial coverage
  • Fosters a proactive relationship with customers and company representatives
  • Possesses excellent organizational and technical skills, is a problem solver and self-starter
  • Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
  • Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
  • At least one professional insurance designation preferred

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