Commercial Lines Account Manager
Core
Provide customer service, resolve issues, and offer insurance solutions to policyholders and prospects, specifically focusing on large construction accounts.
Role type
Commercial Lines Account Manager
Builds
Insurance policies, binders, certificates, and endorsements for large construction clients
Domain
Insurance / Construction
Deliverable
client delivery
Required skills
P&C insurance licensing, commercial lines account management, billing and invoicing, policy administration, client relationship management, technical support for producers
Preferred skills
Large construction clientele experience, Applied Epic system proficiency
Technologies
Applied Epic, imaging systems
Responsibilities
Assist clients with coverage changes and billing; inform clients about policy coverage and exclusions; obtain client signatures on applications; manage client needs by producing binders and policies; process cancellations and verify policy information; maintain client activity files; pursue prompt payments using agency credit policy
Seniority
Mid-level, hands-on IC