Commercial Lines Account Manager

Role Overview

• Provide quality service to clients
• Day-to-day liaison between the client, the respective insurance company, and the producer
• Daily servicing of clients includes service work associated with client accounts, endorsement activity, coverage questions, problem solving, renewal processes, binding of coverages, assisting with billing inquiries, and accuracy checking of policies
• Pre-qualify and analyze prospects coverage needs, recommending appropriate coverages and preparing rating quotes for producers
• Complete insurance applications, obtain client signatures, submit to eligible carriers, and follow up for timely policy issuance
• Process policy renewals and conduct remarketing as necessary
• Assist clients with coverage changes and service requests
• Inform clients of policy changes, exclusions, and coverage needs
• Generate correspondence, certificates, and other documentation
• Maintain organized and accurate electronic files
• Manage incoming mail and respond to requests
• Stay current with industry trends and technology

Requirements

• High School Diploma/GED (Required)
• Minimum 3 years of relevant experience (Preferred)
• Excellent interpersonal and communication skills (both oral and written)
• Active AR Property & Casualty insurance license (Required)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match