Commercial Lines Account Manager

 

Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Account Manager! This role focuses on providing exceptional service to middle-market businesses, including higher-risk and more complex operations where specialized expertise makes a difference. The position involves working closely with an Account Executive to support their book of business, ensuring client satisfaction and maintaining the highest standards of professionalism.

 

Compensation Package

• Competitive salary based on experience and qualifications.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional development and career growth.

 

Responsibilities

• Partner with the Account Executive to provide support for their book of business.
• Respond promptly and professionally to client inquiries and requests, delivering friendly and personalized service.
• Review policies, endorsements, and other policy documents for accuracy and completeness.
• Prepare detailed and accurate insurance proposals.
• Maintain accurate records of client correspondence and insurance policy changes in the agency management software.
• Manage account billing and obtain premium finance quotes as needed.
• Request endorsements and policy changes from insurance carriers.
• Assist clients in ensuring compliance with contractual insurance requirements.
• Perform other duties as assigned to support team and agency objectives.

 

Qualifications/Requirements

• Excellent communication skills with a friendly and positive attitude.
• Strong customer service mindset, with a commitment to building trust and confidence in every client interaction.
• 3-5+ years of experience in an insurance agency setting – preferred.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
• Experience with agency management software (Applied EPIC preferred).
• Familiarity with insurance carrier service portals is a plus.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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