Commercial Lines Account Manager

Responsibilities

• Process daily mail, including faxes and e-mails, for assigned accounts
• Answer and process all telephone requests for assigned accounts
• Enter all required data into system to maintain current file data on all assigned accounts
• Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
• Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations
• Validate coverages and ratings policies, endorsements, audits, cancellations, etc.
• Maintain suspense or follow-up system for correspondence/requests
• Process premium finance agreements as needed
• Prepare billings and/or invoices on a timely basis
• Advis accounting of the appropriate posting of moneys received on assigned accounts
• Aid in the collection of premiums and audits
• Provide back-up to other Account Managers as assigned
• Maintain expiration records
• Develop and maintain working relationship with the various company marketing representatives and underwriters
• Maintain favorable relationship with clients, producers, and employees
• Develop and maintain strong technical knowledge of commercial lines coverages and rating
• Perform clerical functions including, but not limited to, submitting and sending faxes, proofreading and photocopying documents

Requirements

• Associate’s or Bachelor’s degree (preferred)
• 2-20 insurance license (preferred)
• Industry software experience (preferred)
• High school diploma
• Proficient with MS Office Suite
• 2 years of service experience in the insurance industry

Skills

• Licenses and Certifications: 4-40 P&C License

Qualifications

• Not reflective of all benefits

Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more