Account Manager - Commercial Lines
Core
Service and retain commercial lines insurance clients while supporting producers in obtaining and expanding business.
Role type
Commercial Lines Account Manager
Builds
Commercial insurance policies and client retention
Domain
Insurance brokerage (Property/Casualty)
Deliverable
client delivery
Required skills
Property/Casualty insurance license, 4-7 years brokerage experience, insurance coverage analysis, math skills, agency management system knowledge, Microsoft Office proficiency
Preferred skills
College degree, continuing education in insurance trends
Technologies
Agency management systems, Microsoft Office
Responsibilities
Maintain a book of commercial accounts, coordinate new and renewal business processing, prepare quotations and proposals, complete and upload new business applications, review policies for accuracy, process endorsements and renewals, process invoices and credits, process cancellations, generate reports, establish relationships with sales and underwriting teams, assist in training employees
Seniority
Mid-level, hands-on IC