Commercial Lines Account Manager
Commercial Lines Account Manager
Posted on :
13-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Job Description
Commercial Lines Account Manager Charlotte. NC (Hybrid)
Position Overview: The Commercial Account Manager will assist both Producers and the Agency in the daily management and growth of a book of business through account retention account rounding and new business growth.
Work Arrangement: This is a fulltime position working hybrid or inperson in located in Charlotte NC.
Professional Responsibilities:
- Provide technical support to the Producer Agency and Insured in the daily management of policies.
- Process renewals in coordination with Producer according to agency procedures
- Complete new / renewal applications in coordination with Producer and Client
- Prepare summaries of insurance schedules and proposals as needed.
- Orders and issues binders certificates evidences policies and other related items; verify their accuracy; invoice and transact prepare client documents and policy binders (electronic and/or paper).
- Review and issue requests for Certificates or Evidence of Insurance insuring contractual and policy compliance.
- Works with Clients Producers and Carriers to facilitate policy change requests obtaining the information needed for processing verify for accuracy facilitate any corrections invoice and transact.
- Review carrier audits of policies; verify accuracy and facilitate corrections as needed between the client and carrier.
- Processes incoming mail and phone requests responding promptly and appropriately.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments request cancellations from the carrier according to agency standards.
- Accurately maintains the client account in Applied EPIC per procedures.
- Accompany the Producer on prospect and client meetings as needed.
- Other duties may be assigned.
Qualifications and Requirements:
- 3 years of experience in similar role
- Current Property Casualty Agents License
- Knowledge of insurance products and usages.
- Knowledge of insurance markets rating and underwriting procedures.
- Familiarity with computer and word processing programs.
- Experience with Applied EPIC or similar agency management system preferred.
- College degree preferred.
- Sets priorities and manages workflow to ensure efficient timely and accurate processing of transactions and other responsibilities.
- Maintains a cordial and effective relationship with clients coworkers carriers vendors and other business contacts.
- Keeps informed regarding industry information new product information legislation coverages and technology to continuously improve knowledge performance and maintain required licenses.
- Interacts with others effectively by utilizing good communications skills cooperating purposefully and providing information and guidance as needed to achieve the business goals of the agency.
#LIPM1
Required Experience:
Manager
Employment Type
Full-Time
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
