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The Commercial Lines Account Manager services and retains an assigned book of business while partnering with Producers on new and renewal accounts. This role builds strong client relationships, resolves service and coverage issues, and ensures accurate documentation in the agency management system. Key responsibilities include handling daily inquiries, processing mail and tasks, preparing invoices, supporting the marketing and renewal process, and reviewing necessary reports to keep accounts up to date
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 book of business
Continuously achieve all audit and performance standards as outlined by leadership
Follow-up to address customer needs and resolve any problems or issues
Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements
Process daily mail and tasks, including faxes and e-mail, for assigned accounts
Answer and process all telephone requests for assigned accounts
Prepare billings and/or invoices on a timely basis
In conjunction with the Producer, manage ICR process
Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents
Requirements:
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
High school diploma
Associate or bachelor’s degree (Preferred)
2+ years of experience functioning in Commercial Lines department at an agency or company level (Preferred)
Strong technical knowledge of the industry of expertise currently being targeted
Proficient with MS Office Suite
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more