Commercial Lines Account Manager

Responsibilities

• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develop coverage strategies and plans, as necessary.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download, and interface technology.
• Aid other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keep Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments assigned, including backup duties.

Requirements

• Active Property & Casualty License Required.
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills as well as strong people skills.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Applied Systems / EPIC experience is a plus.
• Know and apply principles of insurance to everyday situations.

Qualifications

• High School diploma required.
• Minimum of 2 years of experience in commercial lines.
• CPCU or special training course completion is a plus.

Skills

Knowledge of principles of insurance to everyday situations.

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

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