Commercial Lines Account Manager, Small Business

Responsibilities

• Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally less than $1,000 in revenue and less complex.
• Job includes providing service to commercial clients and maintaining a high retention of customers.
• Client Advisor I is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients.
• Consult with clients regarding insurance program needs
• Proactively reach out to clients for ongoing engagement
• Technical proficiency with coverages and various types of insurance policies as appropriate.
• Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on.
• Rate and quote renewal Commercial Lines risks.
• Screens, places, and approves Commercial Lines applications.
• Reviews applications, renewal requests and endorsements for compliance with underwriting authority and guidelines.
• Familiarity with company underwriting guidelines & binding authority.
• Prepare and authorize ID cards for auto clients when necessary.
• Initiate, screen and prepare endorsement requests on Commercial Lines.
• Authorize cancellation requests.
• Rate and compute endorsement, cancellation, additional or return premiums.
• Review Company produced policies, endorsements, audits for accuracy.
• Compute and initiate premium finance contracts as needed.
• Take claim reports and maintain claim files on clients handled as needed.
• Prepare summaries and proposals of insurance for existing accounts.
• Prepare bonds, endorsements, and cancellations.
• Work knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position.
• Contact carriers as needed.
• Contact producers as needed.
• Maintain client files and make client contacts as needed.
• Participate in seminars and classes for skill and knowledge development.
• Perform other duties as required.

Qualifications

• To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.
• The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Education: High School Diploma.
• All applicants must be 18 years of age or older.
• Professional Certifications/Licenses: Property/Casualty License Required. If licensed, maintain Agent/Broker License through continuing education. May work toward a professional designation.
• Experience/Skills: Three Years Insurance Experience Required. Customer Service Experience. Ability to use menu-driven software in addition to Word and Excel programs. Ability to work independently. Good organizational skills with the ability to manage multiple tasks efficiently. Must possess a valid driver’s license and clean motor vehicle record.

Job Information

• Hrs: 40 hours a week
• Cmpn: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

• While performing the duties of this job, the employee may be required to stand, walk or sit.
• Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
• The employee may occasionally be required to lift and or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, and the ability to focus.

Job Information

• Min: USD $23.30/Hr.
• Max: USD $35.07/Hr.