Commercial Lines Account Manager

Responsibilities

• Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts
• Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
• Act as the relationship builder with the account
• Communicate with carriers and insured to respond to their questions and/or issues
• Investigate audit discrepancies and explain them to insured and/or producer
• Understand the insured’s business/operations
• Process policy changes as directed by producer or insured
• Review endorsement documents issued by carrier for accuracy and forward to insured
• Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier
• Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer
• Prepare renewal marketing submissions and supplemental information needed for producers and insureds as needed
• Market renewals when requested/needed
• Quality check all renewals – advise producer of material changes found on renewals or differences between quotes and policies and endorsements
• Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system
• Monitor billing and cancellation status of accounts
• Generate proof of insurance upon request on behalf of the insured
• Use discretion and judgement to direct processing tasks to Account Technicians
• Document all correspondence regarding the account in agency management system
• Any other function as established/directed by management

Qualifications

• College degree preferred
• Good working knowledge of Microsoft Windows and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro, and Microsoft Outlook
• Ability to quickly learn and adapt to new technology and software
• Ability to respond promptly and efficiently to requests from clients and internal team members
• Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information

Benefits

• Compensation: $75,000-$80,000/yr.
• Company Paid Life Insurance, Long-Term and Short-Term Disability
• Medical, Dental, Vision and FSA/HSA plans
• 401(k) with company match
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
• Generous PTO
• An awesome team of professionals!

Pay

• $75,000-$80,000/yr.

Schedule

• This is a hybrid position, working 3 days in-office.