Commercial Lines Account Manager
Core
Manage retention and client relationships for larger commercial insurance accounts across construction, hotels, manufacturers, and distributors.
Role type
Senior commercial insurance account manager
Builds
Retention and profitability for commercial lines accounts
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines procedures, policy analysis, endorsement management, binder/certificate preparation, premium financing coordination, carrier underwriting criteria knowledge, rate explanation, account file maintenance, quotation evaluation, market negotiation
Preferred skills
Spanish language proficiency, independent agency experience
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Handle client requests for information, endorsements, forms, and rates; review and analyze policies for accuracy; oversee preparation of binders and certificates; coordinate premium financing; maintain account files; correspond with markets and clients; negotiate with company underwriters
Seniority
Senior, hands-on IC