Commercial Lines Account Manager

Job Responsibilities

• Quote, market and bind small commercial policies.
• Process policy endorsements and account changes.
• Handle policy renewals including reviewing renewal terms and communicating with clients.
• Issue certificates of insurance and evidence of coverage.
• Communicate with insurance carriers regarding policy questions, changes and billing issues.
• Identify cross-selling and account growth opportunities.
• Quote new small commercial business as needed.
• Collect and verify underwriting information from clients.
• Maintain accurate documentation and account records in the agency management system (Hawksoft).
• Respond to client inquiries in a timely, professional manner.

Requirements

• Licenses: Property & Casualty (Any State)
• Possibly Property & Casualty (GA)
• Certifications: CIC and/or CISR
• Management System: Hawksoft and EZLynx Rater
• Computer Skills: DocuSign, MS Outlook, MS Teams, Zoom

Qualifications

• Organized, dependable, and capable of managing accounts independently.
• Exceptional client service skills.
• Accuracy-focused and willing to take pride in building strong relationships.

Skills

• Relationship-driven approach to working with small business owners.
• Ability to work independently and manage multiple tasks effectively.
• Strong communication and problem-solving skills.

Benefits

• Health
• Dental
• Vision
• Paid Time Off (PTO)
• Paid Holidays
• 401(k)
• Short and Long-Term Disability
• Employee Assistance Program
• Work From Home
• Great Team Culture