Assists clients with coverage changes in an automated environment supported by an imaging system
Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs
Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals
Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies
Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy
Prepares summaries of insurance, schedules and proposals as needed for account review
Maintains and updates electronic and client activity files
Processes incoming mail requests, responding promptly and appropriately
Uses agency credit and collection policy in invoicing and pursuing prompt payments
Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years
Must have an active P&C License
Experience using Applied Epic required.

Commercial Lines Account Manager

Key skills