Commercial Lines Account Manager

About the role

This is an ideal opportunity to work at a growing, privately-owned insurance agency with a strong family culture. Shepherd Insurance has delivered risk management solutions since 1977 and is among the largest independent agencies in the country. As a Commercial Lines Account Manager, you will assist insurance advisors in handling and processing new and renewal commercial lines business, provide high-level support in servicing commercial accounts, and deliver exceptional customer service.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Coordinate with advisors to obtain policy information and maintain expiration control logs.
• Assist in marketing new and renewal business, including evaluating premiums, preparing proposals, and maintaining underwriting and marketing information by carrier.
• Accompany insurance advisors to client meetings when requested.
• Check new and renewal policies for accuracy in rating and coverage, input transactions, and generate billing invoices.
• Ensure policies and invoices are delivered or mailed to clients or advisors.
• Handle client and company phone calls regarding policy coverage, claims, or administrative needs; refer to advisors when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, and overdue items.
• Assist other departments and advisors in cross-selling and account rounding.
• Perform other related duties as assigned.

Requirements

• At least two (2) years of experience in a similar position is desirable.
• Required state licensing certification.
• High school diploma or equivalent (GED) is required; college degree is preferred but not necessary.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Proficiency in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and agency/document management systems.

Working Conditions & Physical Demands

The role is performed in a moderate office environment with no exposure to weather conditions. Physical demands include:

• Occasional standing, walking, sitting, and use of hands to handle objects or tools.
• Occasional climbing, balancing, stooping, kneeling, crouching, or crawling.
• Regular communication (talking/hearing) and visual abilities (close, distance, color, peripheral, depth perception, and focus adjustment).
• Occasional lifting and/or moving of up to 25 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.