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. Reports to: Executive Vice President. Department: Commercial Lines. FLSA Status: Salary, exempt. Work is primarily office-based with extended periods of computer use. Must be able to pull or lift up to 15 pounds at times. This is an At-Will position.

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