Job Description
Commercial Lines Account Manager
Responsibilities:
- Deliver prompt accurate and courteous client service by phone email and in-person.
- Manage carrier downloads expiration reports renewals and remarketing as needed.
- Issue certificates evidences of insurance and process new business files.
- Assist with coverage questions billing payments and policy changes.
- Ensure compliance with underwriting requirements and agency E&O guidelines.
- Conduct policy reviews prepare replacement cost estimates and identify cross-sell opportunities.
- Maintain accurate records in agency management software and track outstanding requests.
- Report and coordinate claims keeping clients updated on status.
- Provide phone support and new business data collection as assigned.
- Perform other duties as company needs evolve.
Requirements:
- Minimum 3 years of commercial insurance experience in a retail agency environment.
- Holds an active P&C (Property and Casualty) insurance license.
- Experience with agency management software preferred; familiarity with ACORD applications and carrier supplementals required.
- Strong organizational and time management skills.
- Proficiency with Microsoft Office products particularly Teams Word Outlook and Excel.
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.
#LI-TS2
#INDTJ-ST
Required Experience:
Manager
Job DescriptionCommercial Lines Account ManagerResponsibilities:Deliver prompt accurate and courteous client service by phone email and in-person.Manage carrier downloads expiration reports renewals and remarketing as needed.Issue certificates evidences of insurance and process new business files.As...
Job Description
Commercial Lines Account Manager
Responsibilities:
- Deliver prompt accurate and courteous client service by phone email and in-person.
- Manage carrier downloads expiration reports renewals and remarketing as needed.
- Issue certificates evidences of insurance and process new business files.
- Assist with coverage questions billing payments and policy changes.
- Ensure compliance with underwriting requirements and agency E&O guidelines.
- Conduct policy reviews prepare replacement cost estimates and identify cross-sell opportunities.
- Maintain accurate records in agency management software and track outstanding requests.
- Report and coordinate claims keeping clients updated on status.
- Provide phone support and new business data collection as assigned.
- Perform other duties as company needs evolve.
Requirements:
- Minimum 3 years of commercial insurance experience in a retail agency environment.
- Holds an active P&C (Property and Casualty) insurance license.
- Experience with agency management software preferred; familiarity with ACORD applications and carrier supplementals required.
- Strong organizational and time management skills.
- Proficiency with Microsoft Office products particularly Teams Word Outlook and Excel.
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.
#LI-TS2
#INDTJ-ST
Required Experience:
Manager
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