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The Commercial Lines Account Manager is responsible for the day-to-day servicing of assigned accounts. The Account Manager will work with one or more producers in our commercial lines department. Day to day servicing would include managing renewal timelines, answering routine coverage questions, ordering, and processing endorsements, policy checking, audit checking and processing, invoicing, issuing certificates of insurance and other duties as assigned.
Job Responsibility:
Responding to phone and email requests from clients, insurance companies, internal staff
Validate coverage and rating for policies, endorsements, audits & cancellations
Ability to communicate effectively and build relationships with Carriers and Brokers
Ability to communicate effectively with sales and marketing teams
Invoicing of policies, endorsements, audits, and cancellations as required
Entering all required data into the agency management system to maintain current file data on all accounts
Attaching all documents to the agency management system via the ImageRight document management software
Process daily tasks, including faxes and emails, for assigned clients
Keep up to date follow up system for correspondence/requests
Maintaining up-to-date renewal expiration reports
Pursues a course of personal, professional development
Requirements:
High School Diploma
Bachelor’s degree in a business or financial related discipline (preferred)
AMS360 and ImageRight software experience (preferred)
Minimum 3 years’ experience as a Commercial Lines Account Manager
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Professional insurance designation i.e.: CPCU, CIC, etc.
Nice to have:
Bachelor’s degree in a business or financial related discipline
AMS360 and ImageRight software experience
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