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
Insurance proposals, renewals, and policy documentation for commercial clients
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines insurance knowledge, EPIC system, Microsoft Office (Word, Outlook, Excel), client support
Preferred skills
Independent work, accountability, pressure management
Technologies
EPIC, Microsoft Word, Outlook, Excel
Responsibilities
Prepare renewal submissions and compare quotes, process endorsements across insurance lines, generate proof of insurance, handle cancellations, process final audits, monitor pre-renewal processes, draft close-out letters, provide client support to decision-makers and technical representatives, oversee account servicing and client satisfaction
Seniority
Mid-level, hands-on IC