Account Manager I-Commercial Lines

Primary Responsibilities:

• Manages the service and sales support for assigned book of commercial lines business


• Assists with all new and renewal submissions


• Markets new business and current accounts in a timely manner


• Review Policies for accuracy and completeness


• Reviews client policy transactions to verify they are in accordance with company guidelines


• Documents all activity related to a customer/policy in agency management system


• Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information


• Provides prompt, accurate, and courteous service to customers, producers, and company personnel


• Improves insurance skills and knowledge by seeking out educational opportunities

Desired Skills:

• Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience


• EPIC agency management system software experience strongly preferred


• Experience working with multiple lines of commercial coverage


• Fosters a proactive relationship with customers and company representatives


• Possesses excellent organizational and technical skills, is a problem solver and self-starter


• Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity


• Has the ability to perform multiple tasks in a complex working environment accurately and proficiently


• At least one professional insurance designation preferred