Commercial Lines Account Manager I – Insurance Services

Key Responsibilities

• Aid clients with inquiries, policy changes, and claims processing.
• Maintain high levels of client satisfaction and retention (target: 90%+).
• Communicate effectively via phone, email, and in-person meetings.
• Prepare and review insurance documents (applications, quotes, policies, endorsements).
• Set up and maintain client accounts, including Auto ID cards, Evidence of Property, and Certificates of Insurance.
• Avoid errors and omissions by ensuring accurate data entry in the agency management system.
• Support account rounding by identifying cross-sell opportunities and referring leads to Account Executives or Producers.
• Track policy expiration dates and assist with renewals.
• Collaborate with carriers on claims, renewals, and policy changes.
• Ensure compliance with agency procedures to prevent errors and omissions.
• Participate in ongoing training and development through SIG U.
• Perform additional duties as assigned by the department supervisor.

Qualifications & Skills

• Minimum 2 years of experience in the insurance industry or a related field.
• Active Arkansas Insurance Producer License required.
• Strong verbal, written, and organizational skills.
• High attention to detail and accuracy.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Applied Epic preferred.
• Ability to work independently under moderate supervision.
• Comfortable handling varied and moderately complex tasks.