Commercial Lines Account Manager (59888)

First State Insurance Agency is a subsidiary of First State Bancshares, providing a strong support network and national reach. We are a growing insurance and financial services organization serving most states across the nation, with our home office in Farmington, MO and numerous locations throughout Missouri.

About the role

We are looking for a Commercial Lines Account Manager focused on building relationships through exceptional service and communication skills. You must have a passion for helping customers become educated when making insurance-buying decisions. The key to this position is developing a strong working relationship with producers.

Responsibilities

• Observe and comply with all Agency policies and procedures.
• Confer with customers by telephone, email, or in-person to provide information about products and services, issue new/renewal or cancel accounts, or obtain and report details of claims or services needed.
• Read and verify policies for accuracy.
• Keep records of customer interactions and transactions, including details of inquiries, complaints, comments, and actions taken, utilizing the agency management system.
• Become familiar with each insurance carrier’s product lines, underwriting process, and websites.
• Deliver and prepare Summary of Insurance for producer accounts and house accounts on a timely basis.
• Prepare new business and renewal submissions to be forwarded to insurance carriers for quoting.
• Compare quotes and coverage options, prepare a marketing spreadsheet with the best options for the customer.
• Prepare new lines of business for existing clients and renewal proposals when needed.
• Analyze coverage options and make recommendations for additional coverage that may benefit the client.
• Bind coverage, collect deposits or down payments, and/or arrange for billing.
• Service clients by issuing certificates of insurance, policy change requests, reviewing/checking endorsements, and audits for accuracy.

Requirements

• Minimum 2 to 5 years in Insurance Account Management.
• Missouri Property & Casualty Insurance License.
• Strong computer skills showing proficiency in Microsoft Office (Word, Excel) and AMS360.
• Excellent written and verbal communication and customer service skills.
• Open-minded, fast learner, enthusiastic, and adaptable.

Qualifications

Insurance designations such as CISR, CIC, CPCU, or CLU are a plus.

Being a First Stater means you roll up your sleeves and dig in—working hard, doing your best, and enjoying learning new skills. You help the team by being a great teammate and are passionate about making a difference in the lives of our customers and communities. You consistently find new ways to improve our organization.

Benefits

• Competitive pay and benefits package with a variable compensation program based on team performance.
• 401(k) with a generous employer match.
• Helpful, qualified, and available leadership.
• A caring, stable work environment.