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