Insurance- Commercial Lines Account Manager
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