Commercial Lines Account Manager

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

RESPONSIBILITIES

• Provide positive, prompt, and accurate service to clients.
• Cook with advisor to obtain policy information. Maintain expiration control log.
• Aid in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Accompany insurance advisor to client meetings when requested.
• Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery.
• Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Aid other departments and advisors in cross selling and account rounding.
• Perform other related duties as assigned.

Experience

• At least two (2) years’ experience in similar position is desirable.

Required State Licensing Certification

• Required state licensing certification.

Educational Requirement

• High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.

Skills

• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

WORKING CONDITIONS/PHYSICAL DEMANDS

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.