Provide excellent customer service to policyholders and prospects by answering inquiries, resolving issues, and offering solutions
Assist clients with coverage changes in an automated environment
Determine billing appropriateness and invoice accordingly
Review entire account with each client contact
Educate clients about policy coverage and changes
Provide technical support to Producers
Obtain client signatures on applications and ensure timely receipt of quotations and policies
Manage clients' needs by producing binders, certificates, policies, endorsements, and verifying their accuracy
Prepare summaries of insurance and maintain electronic and client activity files
Verify policy and policy change information and facilitate corrections
Process incoming mail requests and verify accuracy of direct billed cancellations
Use agency credit and collection policy in invoicing and pursuing payments

3+ years Commercial Lines Account Manager experience
5+ years experience preferred
Must have an active P&C License
Experience using Applied Epic strongly preferred
Comfortable with on-site presence to support collaboration, team leadership, and cross-functional partnership

Commercial Lines Account Manager

Key skills