Commercial Account Manager

The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency's quality and service standards.

Responsibilities

Provide technical support to Sales Executives/Account Executives in analyzing client needs; Occasionally accompany Sales Executives/Account Executives on prospect and client meetings; Complete applications in coordination with Sales Executives/Account Executives, submit applications to eligible carriers, and follow up to ensure timely quotations; Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward to clients with appropriate correspondence; Determine billing method (direct or agency) and invoice accordingly; Prepare summaries of insurance, schedules, and proposals; Review audits of policies, verify accuracy, and facilitate corrections between client and carrier as needed; Process incoming mail and phone requests, responding promptly within company guidelines; Handle cancellation requests, attempt to retain accounts, and process carrier notifications to ensure timely resolution; Assist clients in submitting first claims and follow up on claims status according to agency procedures; Maintain accurate and current information in the Applied EPIC system; Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities; Stay informed on industry developments, new products, legislation, coverages, and technology; Communicate effectively and cooperatively to support agency business goals; Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts

Requirements

College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience; Valid Property & Casualty Broker-Agent license required; Strong knowledge of insurance products, coverages, and markets; Ability to communicate effectively, verbally and in writing, to explain complex issues and interpret information; Ability to perform complex tasks with multiple variables