Commercial Lines Account Manager (JR797)

POSITION: Commercial Lines Account Manager

· Thorough knowledge of commercial property and casualty products, coverages, markets, and forms.

· Strong interpersonal, communication and listening skills.

· Knowledge of Microsoft Office products and ability to effectively utilize key technologies including various carrier websites.

· Well developed time management and organizational skills with the ability to anticipate needs, exercise independent judgment, prioritize and manage multiple assignments.

· Active property and casualty insurance agent's license.

Primary Responsibilities:

· Gains basic knowledge of department Errors and Omissions exposures and maintains consistent compliance with quality control criteria and agency management procedures.

· Develops and maintains an image of corporate excellence and teamwork with emphasis on professional and credible customer service and company relations.

· Consistently utilizes all required technology products and databases available to enhance position productivity.

· Assess coverage needs for new and existing clients as needed and determine marketing efforts required. Identify all necessary underwriting requirements of the carriers to ensure new and renewal placements meet the needs of all parties.

· Provides support and serves as a reliable resource to Account Executives including but not limited to: quoting products online; preparing applications, renewal summaries and proposals of insurance; marketing submissions to various carriers; obtaining marketing materials (i.e. experience modification worksheets, loss runs, etc.); reviewing quotes, following up with clients and underwriters as needed; binding with carriers; issuing binders or confirmation of coverage; processing policies and preparing them for delivery; maintenance of client database information in accordance with agency procedures.

· Provides daily account servicing to customer base with emphasis on building strong customer relationships through timely responsiveness and accurate processing of customer requests including but not limited to: various change requests, endorsements, invoicing, audit discrepancies, certificate and evidence of property forms, and accounting inquiries.

· Maintain book of business for internal compliance with quality management reports (suspenses, billings, renewals, agency management system data integrity).

· Facilitate and maintain book of business related to financial transactions (invoicing, premium financing, monthly statements)

· Continually strives to upgrade skills and knowledge through on-the-job training, utilizing corporate library, and attending related seminars and courses.

· Provide technical support and training to others as required or assigned.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person