Commercial Lines Account Manager

      

  • Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency’s renewal timeline as efficiently as possible

  • Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures

  • Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets

  • Maintain appropriate level of communication with clients

  • Be proactive and organized in the renewal process to exceed client expectations

  • Adhere to internal processes, timelines, and protocols

  • Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up

  • Check policy coverages and endorsements for accuracy

  • Verify the accuracy of Direct Billed and Agency Billed items

  • Other duties as assigned

 

SUPERVISORY RESPONSIBILITIES

      None

 

SKILLS AND TRAINING

  • Must be well-organized, with excellent math, written and oral communication skills.

  • Service oriented, team player who has attention to detail.

  • Ability to thrive in a fast-paced, proactive environment.

  • Critical thinking and good judgment to quickly determine and prioritize key issues

  • Strong technical skills for data entry, Word, and Excel a plus

  • Proficiency in AMS360 is a plus

  • Imagewrite experience preferred

EDUCATION

  • College Degree preferred

  WORK EXPERIENCE

Minimum 2 years commensurate with job function.

   

  LICENSES AND/OR CERTIFICATES

        Licenses and Certifications                                                      

  • Must possess Active Property & Casualty Brokers License

Pay- $60-$100k

Benefits- Health, life, dental, vision, fsa, wellness incentives, College Loan Paydown program, tuition reimbursement, STD/LTD, Voluntary benefits, 401k, PTO


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