Commercial Lines Account Manager

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.

Requirements

• Experience: At least two (2) years’ experience in similar position is desirable.
• Required state licensing certification.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.