Commercial Lines Account Manager
Core
Support clients and Account Executives in obtaining, maintaining, and servicing commercial lines insurance accounts.
Role type
Commercial Lines Account Manager
Builds
Commercial insurance policies and client service solutions
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Commercial lines insurance knowledge, policy administration, client relationship management, audit processing, loss run analysis, proposal preparation, payment processing, system proficiency (EPIC)
Preferred skills
Florida 2-20 license, Microsoft Office expertise
Technologies
EPIC, Microsoft Word, Outlook, Excel
Responsibilities
Generate evidence of insurance, process endorsements, retrieve policy documentation, handle payments and cancellations, conduct audits, review loss runs, draft close-out letters, present asset comparisons and quotes, follow up on policy binding, manage renewals and new business strategies, provide client support to decision-makers and technical representatives.
Seniority
Mid-level, hands-on IC