Job Description
Commercial Lines Account Manager
Job Summary
Seeking a highly organized and detail-oriented professional to join a team as a Small Commercial Account Manager. This role involves managing a variety of responsibilities including renewals invoicing policy changes and client communications. The ideal candidate will have experience working with small commercial accounts across various industries such as contractors real estate auto service hospitality and retail. Proficiency in relevant software and a strong ability to multitask are essential for success in this position.
Compensation Package
- Competitive salary range: $68000 - $78000 (commensurate with experience)
- Performance-based bonuses
- Comprehensive benefits package
Responsibilities
- Manage 15-20 renewals per month ensuring timely and accurate processing
- Handle invoicing and premium financing for clients
- Follow up with clients to ensure timely payments
- Issue certificates of insurance on a daily basis
- Process bonds on a daily or weekly basis
- Make changes to policies as required on a daily basis
- Conduct weekly audit reviews of client policies when necessary
- Perform policy reviews and ensure compliance with client needs
- Utilize online rating and quoting tools with carriers
- Provide exceptional service to small commercial accounts across a variety of industries
Qualifications/Requirements
- Proficiency in TAM software or similar systems
- Strong knowledge of Microsoft Excel and MS Word
- Experience working with small commercial accounts in industries such as contractors real estate auto service hospitality and retail
- Exceptional organizational and multitasking skills
- Attention to detail and ability to meet deadlines
- Strong communication and client service skills
- Previous experience in insurance or a related field is highly desirable
#LI-ML1
Required Experience:
Manager
Job DescriptionCommercial Lines Account ManagerJob SummarySeeking a highly organized and detail-oriented professional to join a team as a Small Commercial Account Manager. This role involves managing a variety of responsibilities including renewals invoicing policy changes and client communications....
Job Description
Commercial Lines Account Manager
Job Summary
Seeking a highly organized and detail-oriented professional to join a team as a Small Commercial Account Manager. This role involves managing a variety of responsibilities including renewals invoicing policy changes and client communications. The ideal candidate will have experience working with small commercial accounts across various industries such as contractors real estate auto service hospitality and retail. Proficiency in relevant software and a strong ability to multitask are essential for success in this position.
Compensation Package
- Competitive salary range: $68000 - $78000 (commensurate with experience)
- Performance-based bonuses
- Comprehensive benefits package
Responsibilities
- Manage 15-20 renewals per month ensuring timely and accurate processing
- Handle invoicing and premium financing for clients
- Follow up with clients to ensure timely payments
- Issue certificates of insurance on a daily basis
- Process bonds on a daily or weekly basis
- Make changes to policies as required on a daily basis
- Conduct weekly audit reviews of client policies when necessary
- Perform policy reviews and ensure compliance with client needs
- Utilize online rating and quoting tools with carriers
- Provide exceptional service to small commercial accounts across a variety of industries
Qualifications/Requirements
- Proficiency in TAM software or similar systems
- Strong knowledge of Microsoft Excel and MS Word
- Experience working with small commercial accounts in industries such as contractors real estate auto service hospitality and retail
- Exceptional organizational and multitasking skills
- Attention to detail and ability to meet deadlines
- Strong communication and client service skills
- Previous experience in insurance or a related field is highly desirable
#LI-ML1
Required Experience:
Manager
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