Commercial Lines Account Manager

Commercial Lines Account Manager

Career Opportunity Commercial Lines Account Manager

If you are looking for:

• An employer thatprovides tremendous growthand invests in your learning.
• A professional work environment whereteammatesare supportive and accountable.
• An opportunity toteach new tools and technologyto your clients and community.
• Standard working hours with options forremote workand flexible schedules.
• A competitive salary withoutstanding benefits.
• Afamily-orientedemployer that has been in business for over 60 years.

Then we shouldtalk because we are alwayslooking for:

• Self-motivated individuals with an old-fashionedwork ethic and positive attitude.
• Someone with a proven ability to support and potentially lead ateam.
• A quick learnerwho can graspnew concepts & ideasin a fast paced environment.
• A client-focused professionalwho is able to listen communicate and teach technology.

Summary

We are looking for an experienced Commercial Lines Account Manager to join our team! This role is responsible for providing client-first customer service to commercial insurance clients while supporting Producers with new business and renewal opportunities. The ideal candidate is an experienced insurance professional who enjoys building strong client relationships solving problems staying organized and being a trusted resource for clients and our team.

Qualification Requirements

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

• 2 years insurance experience
• NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment

Knowledge Skills and Abilities

• Ability to identify coverage needs and confidently discuss insurance solutions with clients.
• Ability to use personal computer calculator agency automation system and proficiency in various software programs including but not limited to Microsoft Office (Word Excel and Outlook) Applied EPIC etc.
• Must have excellent communication skills; written and verbal.
• Must excel at being client focused and able to work independently or in a team-oriented environment.
• Should have demonstrated effective presentation skills through both verbal and written communication

Supervisory Responsibilities

May have some supervisory responsibilities as the business grows.

Essential Functions

• Manage and service a designated book of commercial insurance accounts while providing responsive professional and client-focused service.
• Handle inbound client requests including quotes policy changes coverage questions certificates and other service needs.
• Work closely with Producers to support new business and renewal opportunities.
• Gather information complete applications and assist with the preparation and processing of new and renewal business.
• Review policies renewals audits cancellations and other account activity to ensure accuracy and timely follow-up.
• Assist clients with claims billing questions loss control matters and other insurance-related concerns.
• Communicate regularly with clients insurance carriers Producers and agency staff to resolve issues.
• Maintain accurate and complete account documentation and follow established agency procedures and service standards.
• Respond to client requests in a timely manner.
• Maintain required insurance licensing continuing education and professional designations as applicable.
• Performs other functions as assigned by management

Physical Demands

This is primarily a sedentary role; however some filing is required which would require the ability to lift files open filing cabinets and bend or stand as necessary.

Work Environment

This job operates in a clerical office setting. This position routinely uses standard office equipment such as computers phone copier filing cabinets and fax machine.

Travel

Occasional travel may be required.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required of the position. All employees may have other duties assigned at any time.

We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age or veteran addition to federal law requirements we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.