Commercial Lines Account Manager

Responsibilities

• Provide superior customer service to all customers
• Coach policyholders regarding their coverage and assist them in selecting the appropriate coverage to meet their needs
• Process endorsements and renewals
• Act as a technical/informational resource for questions, projects, and training purposes
• Cross-sell additional products, such as Umbrellas, to help enhance an account
• Maintain strong agency relationships and keep agents up-to-date on any special circumstances involving their customers
• Develop a working understanding and application of SECURAs underwriting methodology and coverage forms
• Develop a working understanding of insurance industry rules and regulations
• Aid in book management by communicating agency concerns and issues
• Aid in achieving loss ratio targets
• Aid coworkers to maximize service center goals
• Adhere to continuing education in order to maintain agents license and stay current with applicable state agency and P&C laws
• Aid in training and developing standard operating procedures and workflows
• Other duties as assigned

  Qualifications

  • ESSENTIAL: Agent’s license or the ability to obtain within 60 days from hire (paid for by SECURA)
  • Prior Agency experience and advanced knowledge of Commercial Lines Insurance
  • Excellent skills using technology tools
  • Excellent problem-solving, decision-making, multi-tasking and organization/prioritization skills
  • Excellent customer service and interpersonal skills, as well as a top-notch attitude
  • Ability to excel in a fast-paced, team environment
  • High school diploma or general education degree (GED)
  • PREFERRED: Associate’s degree or college coursework
  • CISR, CIC, CPCU or introductory insurance courses