Commercial Lines Account Manager Specialist

The Commercial Lines Account Manager Specialist provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.

Requirements

• Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
• Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business
• Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help clients and reach agency’s business goals
• Investigates, initiates and prepares necessary proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
• Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances
• Seeks referrals from client base and follows through to get new accounts
• Involved in the audit process to evaluate coverages, policies and procedures for all books of business in a specified office location
• Act as first line of defense – offering guidance to collective account management team (leadership/mentorship, advisement, technical expertise)

Benefits

• Medical, dental, vision, prescription drug coverage
• 401K
• Equity incentive plan
• Employee wellness program
• Company paid holidays, plus PTO