Commercial Lines Account Manager

• Property and Casualty Insurance license in good standing
• Knowledge of insurance coverages, contracts, and state regulations
• Proficient in AMS 360 is preferred. Microsoft Office Suite (Word, Excel, PowerPoint, Publisher)
• 5+ years of experience in the retail insurance industry

1. Account Management:

   • Oversee day-to-day activities for an assigned book of business, including invoicing, claims reporting, premium breakdowns, policy changes, and coverage comparisons.

2. Administrative Oversight:

   • Handle issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.

3. Relationship Building:

   • Cultivate strong relationships with clients, vendors, and carriers to enhance client retention.

4. Coverage Consultation:

   • Identify coverage gaps and consult with leadership to advise clients on options.

5. Renewal Process Support:

   • Assist producers in managing the renewal process, including ordering loss information, handling applications, and preparing renewal proposals.

6. Compliance Review:

   • Ensure alignment with client expectations and legal requirements through thorough documentation of internal compliance and client disclosures.

7. Business Growth:

   • Support growth through account rounding and referrals.

8. Team Support:

   • Collaborate with marketing and sales teams as needed.

9. Meeting Participation:

   • Attend internal and client meetings as required.

10. Adherence to Guidelines:

    • Follow agency policies and promote teamwork and a positive work environment.

11. Performance Commitment:

    • Strive to exceed internal and external performance standards.

12. Continuous Learning:

    • Participate in training to stay current on industry trends and regulations.

13. Additional Duties:

    • Perform other duties as assigned.

• Resilience: Tackles tough assignments with determination.
• Results-Oriented: Achieves results through effective problem-solving.
• Trustworthy: Gains confidence through honesty and integrity.
• Customer-Focused: Builds strong relationships and delivers client-centric solutions.
• Engagement Driver: Contributes to a positive work environment.
• Innovative: Seeks to improve internal processes.
• Talent Developer: Attracts and nurtures top talent.
• Decision Maker: Makes timely and effective decisions.
• Effective Communicator: Tailors communications to meet diverse audience needs.
• Mentorship: Supports the growth and development of team members.

• Property and Casualty Insurance Producer license in good standing.
• Knowledge of insurance coverages, contracts, and state regulations.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher).
• Familiarity with office equipment (printers, copiers, etc.).
• 5+ years of experience in the insurance industry or a related field.

• College degree in a business-related field.