New Business Account Manager - Commercial Lines
Core
Managing the day-to-day execution of new commercial lines accounts from submission through bind, partnering with producers and carriers to deliver insurance solutions.
Role type
New Business Account Manager (Commercial Lines)
Builds
Competitive insurance solutions for commercial clients
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines underwriting knowledge, carrier quote negotiation, policy binding and issuance, underwriting information management, agency system proficiency, regulatory compliance adherence
Preferred skills
AMS360 and ImageRight experience, Microsoft Excel proficiency
Technologies
AMS360, ImageRight, Microsoft Office
Responsibilities
Review and analyze new business submissions for completeness and underwriting suitability; Market accounts to appropriate carriers to obtain competitive quotes; Prepare, negotiate, and present professional proposals; Bind coverage, issue policies, and coordinate document delivery; Serve as primary point of contact for underwriters; Respond to carrier inquiries and provide underwriting information; Collaborate with producers to clarify coverage needs and risk details; Ensure all required underwriting information and forms are obtained and filed; Maintain accurate records in the agency management system.
Seniority
Mid-level, hands-on IC