New Job Opening: Sr. Commercial Lines Account Manager in Oklahoma City, OK

Job Description

Senior Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join a dynamic and growing team. This role is integral to the operations, focusing on managing a diverse portfolio of commercial insurance accounts. The ideal candidate will possess a strong background in commercial lines insurance, exceptional client relationship management skills, and the ability to work collaboratively in a fast-paced environment.

Compensation Package

• Salary Range: $70,000 - $90,000 annually


• Competitive benefits package, 401(k), ESOP, paid time off, professional development opportunities, etc.

Responsibilities

• Collaborate with producers to develop marketing plans for accounts expiring within 120 days.


• Review expiring exposures and request updates from clients; complete applications for new business in EPIC.


• Prepare and send submissions to markets and/or quote products online in coordination with producers.


• Analyze clients' insurance needs, compare insurance packages, and provide recommendations based on risk and coverage costs.


• Execute and bind insurance and finance contracts on behalf of the agency and its clients.


• Review quotes, verify desired coverages, and prepare proposals for clients.


• Bind coverage with carriers prior to expiration and ensure timely invoicing of accounts.


• Issue Auto IDs and renewal certificates in advance of expiration.


• Process automatic renewals and ensure policies are prepared and checked for accuracy.


• Collaborate with processors/assistants to ensure policies are sent to clients in a timely and accurate manner.


• Prepare summaries and conduct thorough policy checks.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.


• Experience: Minimum of 3-5 years of experience in commercial lines insurance.


• Technical Skills: Proficiency in EPIC software is preferred.


• Expertise: Strong understanding of generalist commercial insurance accounts, including quoting new and renewal business.


• Skills: Excellent communication, organizational, and analytical skills with a client-focused approach.


• Education: Relevant certifications or designations in insurance are preferred but not required.

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