New Job Opening: Commercial Lines Account Manager in Tulsa, OK

Job Description

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a team. This role is pivotal in providing exceptional service to a commercial lines accounts, ensuring prompt, accurate, and professional customer support in alignment with a agency's procedures and standards. The ideal candidate will be detail-oriented, proactive, and capable of managing a full servicing workload independently.

Compensation Package

• Salary Range: $45,000 - $55,000 annually


• Opportunity for a hybrid work schedule after the first year, based on performance


• Comprehensive benefits package

Responsibilities

• Provide exceptional service to assigned accounts, minimizing errors and omissions


• Handle client communications, including resolving issues and addressing coverage-related inquiries


• Prepare submissions, proposals, statements of value, and renewal documents in collaboration with producers


• Accurately process new and renewal business, ensuring proper documentation and system records


• Issue certificates, binders, invoices, ID cards, and related correspondence


• Manage audits, claims reporting, premium finance agreements, and cancellations


• Maintain accurate and up-to-date documentation in the agency management system


• Monitor suspense items and prioritize daily workflow to meet deadlines


• Keep producers informed of account activity and address potential issues proactively

Qualifications/Requirements

• Minimum of 5 years of insurance agency experience, specifically in commercial lines


• Active insurance license or the ability to obtain/maintain one


• Strong knowledge of commercial coverages and policy servicing


• Advanced computer skills; experience with Epic software is preferred


• Excellent communication and customer service skills


• Proven ability to prioritize and manage tasks in a fast-paced environment


• Dependable, proactive, and eager to grow within the insurance industry

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