What are the responsibilities and job description for the Insurance Account Manager / Commercial Lines Customer Service Agent position at Loesel-Schaaf Insurance Agency?
Join Our Growing Team as a Commercial Lines Account Manager We are expanding and looking for a skilled Commercial Lines Account Manager to join us full-time. The ideal candidate will hold a current Property & Casualty (P&C) Insurance license and have at least 2 years of experience specializing in Commercial Accounts. Responsibilities : Service / Manage a Designated Book of Business : Analyze client needs, answer questions regarding coverage and billing, advise clients on leveraging products / services based on their unique needs, and obtain necessary information and documentation from new and existing clients. Provide Technical Support and Collaboration : Work closely with producers to assist clients and achieve the agency's strategic business goals. Maintain Relationships with Carrier Underwriters : Obtain quotes, endorsements, and other necessary documentation. Produce Relevant Documentation : Create binders, certificates, policies, endorsements, ID cards, and other related items. Prepare Proposals : Develop renewal and new business proposals. Assist with Claims : Help clients submit first reports of claims and follow up on claim status, keeping clients informed throughout the process. PIbe7faa00e89f-25448-37084949