Job Summary :
The Commercial Lines Account Manager is a mid-level position and is responsible for ensuring commercial lines clients receive timely and quality service. Responsibilities are focused on reviewing and accurately troubleshooting client service needs and assisting in the management of clients' insurance policies.
The Commercial Lines Account Manager is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.
Essential Job Duties and Responsibilities :
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Support Commercial Lines Department Producers in routine account maintenance
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Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
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Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes
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Respond to client inquiries, incoming mail, company requests and producers' needs on a timely basis
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Collect renewal data on assigned accounts
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Review, market and order renewals according to agency procedures
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Survey policy coverage's and identifies cross-selling and upgrading opportunities
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Review, analyze and submit applications to insurance companies
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Follow agency's underwriting guidelines
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Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage
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Review new business, renewals, endorsements to insure items were received as ordered
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Prepare billing following agency's credit and collection policies
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Coverage for the Receptionist at the front desk as needed
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Assist with other clerical tasks within the office as requested
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Participate in courses for insurance/sales skills
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Maintain current knowledge of underwriting requirements of carriers
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Communicate client needs or issues to respective Commercial Lines Producer when necessary
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Support agency and assigned producers by placing and processing new business and renewals.
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Retain renewals through the provision of quality service
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Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals
Knowledge, Skills and Abilities (KSAs) :
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Good oral and written communication skills
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Technical and client relations expertise
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Proficient in Microsoft Suite
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Property casualty commercial lines and bond product knowledge and risk management expertise
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Agency management system computer skills
Education and Experience :
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High School Diploma or Equivalent required
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3-5 years of Commercial Lines P&C insurance office experience required
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Current License – 4-40 required
Physical Demands :
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Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
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Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
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Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday
MUST BE LICENSED IN P&C OR BE ABLE TO OBTAIN IN THE FIRST 90 DAYS OF EMPLOYMENT
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