Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and professional Commercial Lines Account Manager to join a dynamic team. This role is pivotal in managing middle-to-large market accounts, ensuring exceptional client service, and maintaining the accuracy and integrity of policy data. The ideal candidate will bring a strong background in commercial insurance, a proactive approach to problem-solving, and the ability to collaborate effectively with internal and external stakeholders.

Compensation Package

• Salary Range: $70,000 - $90,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package.

Responsibilities

• Manage policy changes, endorsements, renewals, cancellations, policy checks, and billing processes.
• Respond to client inquiries, gather necessary information, provide proofs of insurance, and assist with renewal procedures.
• Access carrier systems to obtain required documents and facilitate carrier communications.
• Maintain accurate and up-to-date records of client and carrier interactions.
• Collaborate with team members and build strong relationships with stakeholders; participate in regular team meetings.
• Perform general administrative tasks, including answering calls, handling mail, and clerical duties.
• Effectively manage workload to meet established quality and timeliness performance metrics.
• Adhere to documented processes and procedures outlined in the servicing workflow.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience managing middle-to-large market accounts. Familiarity with Applied Epic software is highly preferred.
• Technical Skills: Proficiency in Applied Epic and other relevant insurance software.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Strong sense of accountability and ownership of responsibilities.
  • Ability to work collaboratively and effectively with team members.

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