Demo

Commercial Lines Account Manager

CMZ Companies, Inc.
Severna Park, MD Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/5/2025

Commercial Lines Account Manager

Position Title : Commercial Lines - Account Manager

Reports To : Kim Granger

Primary Functions :

1. Provide prompt, accurate, courteous service to customers, Account Executives and company personnel.

2. Grow and develop talents and insurance knowledge to highest level possible.

3. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

Major Responsibilities

1. Service Commercial Lines accounts as assigned and aid in collections.

2. Collect premiums per established agency procedures.

3. At the direction of producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with Account Executive when requested.

4. Initiate, screen and prepare endorsement requests for Commercial Lines clients.

5. Prepare and process cancellations when required.

6. Prepare and process all requests for certificates of insurance as required within 24 hours of request.

7. Review all applications, policies, endorsements and audits for accuracy.

8. Setup and prepare new account files per agency procedures.

9. Invoice all premium bearing transactions.

10. Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure.

11. Prepare account summaries as required.

12. Prepare ID cards, evidence of property, certificates, binders, and / or obtain underwriter approval on manuscript endorsements.

13. Deliver policies, and related documents to insureds as needed.

14. Maintain suspense items in a timely manner.

15. Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.

16. Participate in seminars and classes for skill and knowledge development.

17. Maintain all client activity in the agency automation system.

18. Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.

19. Prioritize work load and / or request for assistance as required.

20. Assist other agency departments in securing and / or providing information necessary to issue appropriate policies in their department for which we have a mutual client.

21. Meet with clients to discuss and handle their insurance needs.

22. Assist prospects / insureds until an Account Executive is available.

23. Assist Claims Department in providing coverage information.

24. Keep producers fully informed of all important activities on their accounts.

25. Obtain expiration dates for policies not written by us to follow-up on and quote.

26. Assist other departments and producers in cross selling and account rounding.

27. Immediately report all malfunctions of system software to the systems manager.

28. Assume other job responsibilities as assigned by Account Executives or Dept Manager

Qualifications

Valid Maryland property and casualty license in good standing. Minimum of a High School Diploma or equivalent, preferred associate or bachelor's Degree. Comprehensive knowledge of commercial insurance and products. Excellent oral and written communication. Excellent organizational skills and the ability to prioritize and multi-task in a fast-paced environment. Minimum of 5 years' experience in a customer service position. Experience with EPIC, MS Word, MS Outlook and MS Excel

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Commercial Lines Account Manager?

Sign up to receive alerts about other jobs on the Commercial Lines Account Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$103,275 - $152,386
Income Estimation: 
$133,333 - $194,768
Income Estimation: 
$127,593 - $180,574
Income Estimation: 
$173,898 - $215,349
Income Estimation: 
$175,869 - $224,608
Income Estimation: 
$226,328 - $346,983
Income Estimation: 
$181,348 - $253,947
Income Estimation: 
$57,441 - $74,403
Income Estimation: 
$64,132 - $77,443
Income Estimation: 
$67,582 - $88,476
Income Estimation: 
$69,196 - $90,129
Income Estimation: 
$69,261 - $91,404
Income Estimation: 
$69,261 - $91,404
Income Estimation: 
$88,031 - $110,533
Income Estimation: 
$94,544 - $118,022
Income Estimation: 
$87,462 - $118,395
Income Estimation: 
$90,329 - $120,891
Income Estimation: 
$90,329 - $120,891
Income Estimation: 
$125,552 - $162,907
Income Estimation: 
$115,496 - $142,565
Income Estimation: 
$96,188 - $130,586
Income Estimation: 
$106,030 - $150,547
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Commercial Lines Account Manager jobs in the Severna Park, MD area that may be a better fit.

Commercial Lines Account Manager

Kastendike Insurance Group, Hunt Valley, MD

Account Manager - Commercial Lines

Acrisure, Baltimore, MD

AI Assistant is available now!

Feel free to start your new journey!