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The Commercial Lines Account Manager will work jointly with the Commercial Lines Leader and Office Leader with respect to servicing the Commercial Lines client base. Collaborate with the producer(s) in the servicing and marketing of new accounts.
Job Responsibility:
Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues
Manage and retain existing books of business
Follow up to address customer needs and resolve any problems or issues
Prepare billings and/or invoices on a timely basis
Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents
Review daily, weekly, monthly reports such as expiration and daily downloads
Prepare customer renewals, including proposals and presentations while ensuring agreement with customer requests / requirements
Requirements:
2+ years of Commercial Lines experience
Strong technical knowledge of the industry
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
Proficient with MS Office Suite
Ability to maintain a high level of confidentiality
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more