Small Business Account Manager- Commercial Lines
Core
Service and retain commercial lines insurance clients by managing accounts, processing new and renewal business, and preparing quotations.
Role type
Commercial Lines Account Manager
Builds
Commercial insurance policies and client service solutions
Domain
Insurance (Property/Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Property/Casualty insurance licensing, commercial brokerage experience, policy analysis, quotation preparation, application processing, endorsement handling, invoice processing, cancellation processing, underwriting data gathering, report generation, agency management systems, Microsoft Office
Preferred skills
College degree, advanced math skills, continuing education
Responsibilities
Maintain a book of commercial accounts, coordinate processing of new and renewal business, prepare quotations and new client proposals, complete and upload new business applications, review new policies for accuracy, process endorsements and renewals, process invoices and credits, process cancellations, pursue professional studies, maintain account files, gather underwriting and pricing data, generate reports, establish relationships with sales and underwriting teams, assist in training employees
Seniority
Mid-level, hands-on IC