Commercial Lines Account Manager

We have a client that is seeking a Commercial Lines Account Manager in Cedar Rapids, Iowa.  This individual must enjoy supporting clients of any size and take pride in the detail and follow-through necessary to support their insurance needs.  This will be supporting a small agency with an established book of business.

In this fast-paced role, the Commercial Lines Account Manager makes a significant impact by supporting our sales and service needs in the following ways: 

• Provides technical support to the agency specifically, in analyzing client needs, coverage forms and quotations.


• Completes applications in coordination with Insurance Producer; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.


• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.


• Determines if direct or agency billing is appropriate and invoices accordingly.


• Prepares summaries of insurance, schedules and proposals for word processing as needed.


• Processes renewals in coordination with Insurance Producer according to agency procedures.


• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.


• Verifies policy and policy change information, facilitating corrections when necessary.


• Performs other duties as assigned.

Must meet service and delivery standards and perform all essential functions to the quality and expectations developed by the agency:

• Candidates must be a high school graduate with some college preferred


• A minimum of three years of work experience as a commercial lines account manager in the insurance industry required   


• P&C Insurance licenses required or ability to obtain within 30 days of employment; maintain annually    


• Proficient in Microsoft Word, Excel, Outlook, and able to quickly learn and utilize other computer applications   


• Customer service experience or support, preferably in insurance industry  


• Must have knowledge of Excel to enter data into spreadsheets and work with basic formulas. 


• Experience using MS Office and Outlook as well as professional phone etiquette. 


• Because this is a deadline-driven position working with several clients, we are looking for a candidate with strong time management and organizational skills.
  


• Strong consideration will also be given to candidates with Personal Lines experience.