Commercial Lines Account Manager
Core
Provide administrative and professional support to commercial lines clients and associates, focusing on policy processing, customer service, and compliance.
Role type
Commercial Lines Account Manager
Builds
Commercial insurance policies, certificates of insurance, and renewal proposals for local businesses
Domain
Insurance / Commercial Lines
Deliverable
product features
Required skills
Commercial insurance knowledge, policy processing, certificate creation, client communication, compliance documentation, Microsoft Office proficiency
Preferred skills
Ohio Property and Casualty licensure, Epic system knowledge, professional insurance designations
Technologies
CSR24, Epic, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Process new mail, sort and scan documents, run Motor Vehicle Reports, deliver policies, handle mid-term changes, coordinate renewals, create and process certificates of insurance, process cancellations and endorsements, update renewal proposals, complete policy applications, follow up on billing issues, assist with claim reporting
Seniority
Mid-level, hands-on IC