Commercial Lines Account Manager

Responsibilities

• Prepare the applications for the submission with underwriting information provided by the Producer.
• Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks.
• Work with the service staff to meet timeline (deadlines).
• Work with assigned Account Executive on marketing procedures with discussed selected markets.
• Create the proposal under the direction of the Account Executive.
• Create Proposal booklets.
• Check for any discrepancy’s b/w submission/quotation/proposal.
• Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive.
• Work with Producer to provide binders of insurance/Get client sign off.
• Certificate issuance.
• Invoice.
• Check endorsements against Account Executive requests.
• Issue auto ID Cards

Requirements

• 3-5 years experience with working a small commercial lines book of business.
• Active Property & Casualty license.
• Strong computer software and in using Microsoft Office i.e. Excel, Word.
• Strong oral and written communication skills.
• Experience with carrier rating software.
• Experience with the AMS 360 is highly preferred.

Benefits

• In office / hybrid.
• Paid License renewal and continuing education.
• Athletic Benefits package, including 401k.
• Health Plan, Vision, Dental, FSA, & Life Insurance.
• Paid time off (vacation & sick time).
• Wellness program.