Account Manager – Commercial Lines

Primarily responsible for small to mid-size commercial lines accounts. Generate new accounts and develop relationships with clients. Perform tasks associated with maintaining and servicing existing accounts in accordance with agency procedures and carrier guidelines. Must be a team player and work under minimal supervision.

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Duties and Responsibilities :

• Assist agent and / or account executive in the handling and processing new and renewal commercial business.
• Pre-fill applications, create proposals or summaries, and attend client meetings with agent.
• Assist clients with service needs and make changes to existing accounts.
• Recommend and assist agents with explanation of available coverage options, completion of forms and rate quotations.
• Analyze new business applications, make recommendations by cross-selling or up-selling and work with agent to obtain any required information.
• Analyze renewals and / or renewal applications to assess coverage and recommend changes as needed.
• Re-market existing business, quote new business, process certificate of insurance requests, schedule appointments, and identify customer needs.
• Update renewal information and endorsement changes and enter information into agency management system according to department procedures and standards.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Work closely with agents on accounts and provide updates on all important activities as needed.
• Review expiration lists and initiate the renewal process.
• Contract review – insurance section; assist Agency Services with complicated contract certificates.
• Handle all rush certificate requests (
• Work with the insured or prospect and prepare proposals and assist the agent as needed.
• Maintain client files and process routine correspondence, including preparing policy documents.
• Keep up to date on rates, forms and coverage changes from insurance carriers and online resources.
• Work on special projects as assigned and complete deliverables by established deadlines.
• Assist other team members as needed to meet agency, team, and individual goals.
• Build and maintain relationships with carrier and brokers.

Education and / or Experience :

Certificates, Licenses, Registrations :

Salary Range : $50,000.00 To $70,000.00 Annually

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Salary : $50,000 - $70,000