Commercial Lines Account Manager

Commercial Lines Account Manager

Seeking a dedicated and professional Commercial Lines Account Manager to join a this role you will be responsible for managing commercial insurance accounts ensuring client satisfaction and maintaining accurate and timely documentation.

• Salary Range: $55000 - $75000 annually based on experience and qualifications.
• Benefits: Comprehensive benefits package provided.

As a Commercial Lines Account Manager your key responsibilities will include:

• Completing applications for new and renewal business upon receipt of instructions.
• Preparing proposals binders certificates endorsements and account summaries.
• Submitting applications to eligible carriers and following up to ensure timely receipt of quotations and policies.
• Performing necessary ratings for policy quotations and issuance using carrier websites or rating programs.
• Issuing premium-bearing binders invoices and resolving carrier accounting discrepancies.
• Maintaining accurate and up-to-date client files expiration control logs and follow-up records.
• Processing renewals endorsements cancellations and other client requests in a timely manner.
• Ensuring compliance with agency standards to avoid errors and omissions.
• Responding to client and carrier inquiries professionally and efficiently.
• Participating in training and seminars to maintain required licenses and enhance skills.
• Collaborating with producers and account executives to ensure client needs are met.

To be successful in this role candidates must meet the following qualifications:

• Experience: Minimum of 2 years in Commercial Lines Account Management (preferred 2-4 years).
• Licenses/Designations: Property & Casualty (P&C) license required.
• Software Proficiency: Experience with Applied Epic is preferred.
• Account Size: Experience managing accounts ranging from $10000 to $100000.
• Soft Skills:
  • Professional demeanor.
  • Strong sense of accountability.
  • Ability to work effectively as part of a team.
• Other Requirements:
  • No travel required for this role.
  • Must be able to work in a hybrid environment.

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