Commercial Lines Manager

Department

• Manages daily company operations and resolve issues
• Coaches and conduct training for agents and employees on best practices for managing accounts, workflow and handling daily issues and tasks
• Manage House accounts by conducting annual risk analysis, make recommendations for additional coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit Committee
• Examine company rules to make sure they stay relevant and makes recommendations and implement necessary change
• Establish individual performance goals, track performance over time and completes annual Performance based on results

Agent Services

• Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turn around period
• Pre-underwrite new and renewal risks
• Prepare quotation as needed, prepare, and submit applications to carriers and/or complete quote and bind process using carrier’s online process
• Update Agency Management system accordingly
• Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems
• Update Agency Management system accordingly
• Work with carrier to seek approval to reinstate risks
• Issues proof of insurance and vehicle identification cards accordingly
• Respond to carrier underwriting requests
• Provide customer service to policyholders in the absence of the agent
• Perform other duties as assigned