Commercial Lines Account Manager - General - Wilson, NC

The John Hackney Agency (an Alera Group Company), is looking to add a Commercial Lines, Account Manager to their team located in Wilson, North Carolina (NC).



Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?



Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.



If that is what you’re looking for, this is your chance to be part of an amazing organization!



The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service.


Process service requests:

Prepare quality submissions to carriers on behalf of client or prospect.
Review and analyze quotations received from carriers.
Prepare professional and accurate proposals for presentation to our clients.
Prepare professional and accurate summaries for existing clients.
Review endorsements for accuracy.
Process premium audits and assist client in event of a dispute.
Prepare certificates of insurance.
Perform contract review with respect to insurance requirements.
Prepare and deliver timely binders and invoices upon binding of coverage - secure premium financing when needed.
Review newly issued policies and renewal policies for accuracy before delivery to clients.



Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
Maintain and prioritize workload.
Conduct monthly renewal meetings with producers.
Maintain certifications and complete assigned training goals.
Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
Perform other duties as assigned by the Commercial Lines Dept Manager.
Perform all tasks in accordance with John Hackney Agency’s and our carrier’s standards and procedures.
Update and maintain all client files on AMS360 computer system. Document all transactions and interactions pertaining to our customers’ accounts.
Assist in the training and development of new commercial lines employees.


Expertise in commercial lines coverage, underwriting and rating.
Computer skills including Word, Excel, and Outlook.
Agency Management System Experience. AMS360 preferred.
Strong oral and written communication skills.
Ability to work successfully in a team environment.
Ability to present complex insurance concepts in simple terms to our clients.
Dependable with a strong work ethic.
Detail Oriented is a must.
Time Management Skills -- ability to continuously prioritize your work to meet critical deadlines

Licensure/ Experience:

State of North Carolina Agents Property & Casualty License
Minimum of 2+ years Commercial Lines experience preferred




We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.



We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.



If you're a California resident, please read the California Consumer Privacy Act prior to applying.









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