Process new business, renewals, cancellations and endorsement requests on computer system, with insurance carriers and in client’s files per the request of client or producers
Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information in order to service all accounts
Review binders, policies and endorsements on all new business and renewals for accuracy and relevance
Input this data on the computer system and maintain paper files for each account
Answer client’s questions about their insurance coverages and needs
Answer insurance company underwriter’s questions about client accounts
Assist producers in preparing proposals, providing policy summaries and account reviews
Build up a rapport with our counterpart at the client’s office
Assist the accounting department in the reconciliation of Company accounts
Provide prompt, accurate, courteous service to our clients
Continue to look for opportunities to make new sales when in contact with clients
Interface with the Personal Lines Team/Producer to develop personal lines sales
All tasks should be handled in a manner which are in compliance with the “Quality Control Manual for Commercial Lines Insurance” and according to Corporate guidelines and procedures

A high school diploma, two years of college or two years experience in the insurance industry
Ability to use office equipment such as computer terminals, calculators, copiers, fax machines, typewriters
Word processing and typing skills required
Strong respect for confidentiality and attention to detail
Good written and oral communication skills
Ability to understand and analyze commercial lines coverages, forms and policies
Holds required and appropriate insurance agent’s license.

Commercial Lines Account Manager

Key skills