Commercial Lines Account Manager

Commercial Lines Account Manager role seeks to provide prompt, accurate, courteous service to customers and company personnel, grow and develop talents and insurance knowledge, and participate in seminars and classes for skill and knowledge development.

Requirements

• Provide prompt, accurate, courteous service to customers and company personnel.
• Grow and develop talents and insurance knowledge to the highest level possible.
• Participate in seminars and classes for skill and knowledge development.
• Obtain renewal information requested by the company underwriter.
• Complete and prepare marketing information with client as requested/required by carrier.
• Review company issued new and renewal policies, endorsements, and audits for accuracy in rating, typing, endorsements forms and coverages.
• Review all applications for accuracy. Ensure applications match coverage bound.
• Work with Commercial Lines Assistants to issue Certificates, Evidence of Property, ID Cards and invoices, etc.
• Handle telephone requests and written miscellaneous correspondence.
• Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures.
• Be familiar with and follow agency E&O guidelines.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
• Keep Producers/Department Manager fully informed of all important activities on their accounts.

Benefits

• Health Benefits
• Financial Benefits
• Mental Health & Wellness
• Beyond Benefits