Commercial Lines Account Manager
Core
Service new and existing clients for Commercial Lines accounts, maintaining positive relationships and focusing on business profitability.
Role type
Commercial Lines Account Manager
Builds
Insurance policies and client service for commercial accounts
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
P&C license, client relationship management, policy renewal management, quotation preparation, application processing, endorsement handling, accounts receivable control, policy documentation, underwriting guidelines knowledge, legal and social conditions awareness
Responsibilities
Review renewal lists of expiring policies, rate and prepare quotations, mail binders and ID cards, process applications and suspend for receipt, handle client requests for information/cancellations, request endorsements, assist with accounts receivable, document conversations, complete policy rewrites, inform company and client of policy errors, maintain knowledge of coverage adequacy
Seniority
Mid-level, hands-on IC