Job Description
Commercial Lines Account Manager
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role is pivotal in ensuring seamless policy management exceptional client service and efficient coordination with carriers. The ideal candidate will bring a strong background in commercial lines insurance a proactive approach to problem-solving and a commitment to delivering top-tier customer service.
Compensation Package
- Hourly Rate: $28 - $35 per hour
- Competitive benefits package paid time off professional development opportunities etc.
Responsibilities
- Process new business packets financing agreements and policy documents.
- Coordinate with carriers to obtain and review renewal quotes.
- Work with producers to finalize renewals and send quotes to insureds.
- Ensure accurate issuance of certificates endorsements and policy updates.
- Manage carrier and state filings (CCB DOLI etc.).
- Process policy endorsements issue ID cards and handle invoices.
- Investigate and resolve policy/endorsement errors or discrepancies.
- Maintain accurate client records in the agency management system.
- Assist insureds with filing claims and track claim progress.
- Process direct-bill and agency-bill audits ensuring accurate invoicing.
- Provide exceptional customer service to insureds and carriers.
- Respond to billing inquiries and carrier questions.
- Attend carrier meetings and stay updated on carrier appetites.
Qualifications/Requirements
- Experience: 2 years in commercial lines insurance account management preferred.
- Licenses: Active Oregon Property & Casualty (P&C) insurance license required.
- Technical Skills: Proficiency in agency management systems and familiarity with carrier processes.
- Soft Skills: Strong organizational skills attention to detail and excellent communication abilities.
- Teamwork: Ability to work independently and collaboratively within a team environment.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager