Commercial Lines Account Manager
Core
Provide administrative and professional support to commercial lines clients and HUB 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
Required skills
Commercial insurance knowledge, Microsoft Office proficiency, policy processing, certificate creation, client communication, compliance documentation
Preferred skills
Ohio Property and Casualty licensure, Epic system knowledge, professional insurance designations, prior insurance industry experience
Technologies
CSR24, Epic, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Communicate with clients and carriers regarding policy questions; run Motor Vehicle Reports; sort and process new mail; deliver policies; process mid-term changes; document communications; coordinate policy renewals; create and process certificates of insurance; process cancellations and endorsements; prepare renewal proposals; input policy details into Epic; follow up on billing issues; assist with claim reporting
Seniority
Mid-level, hands-on IC