Account Manager, Commercial Lines
Core
Support Senior Account Executives in the administration of commercial lines middle market insurance policies, ensuring client satisfaction through efficient service and accurate documentation.
Role type
Commercial Lines Account Manager (Middle Market)
Builds
Insurance policies, schedules of insurance, Acord certificates, and loss run reports for commercial clients.
Domain
Insurance (Commercial Lines, Middle Market)
Required skills
Commercial lines insurance knowledge, client relationship management, policy administration, billing and invoicing, document management, negotiation, problem-solving, organizational skills.
Preferred skills
P&C Brokers License (NJ/NY), Sagitta Agency Management System experience, Microsoft Office proficiency.
Technologies
Vision, Sagitta, Microsoft Office
Responsibilities
Manage quoting activity for assigned accounts, create schedules of insurance and proposals, manage policy renewals and endorsements, process applications and billing, contact clients and underwriters for policy changes, generate Acord certificates and loss run reports.
Seniority
Mid-level, hands-on IC