Commercial Lines Account Manager
Core
Main contact for clients, building relationships and ensuring needs are met through customer service and policy processing.
Role type
Commercial Lines Account Manager
Builds
Client relationships and service delivery for commercial insurance accounts
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
State property and casualty insurance license, carrier quote preparation, policy processing, agency management system usage, client liaison, report preparation
Preferred skills
Bachelor's degree, 1 year commercial lines account management experience, Epic software experience, insurance agency operations knowledge
Technologies
Epic, carrier online systems
Responsibilities
Process renewals, endorsements, policies, and audits; gather marketing data and update client information; obtain and review carrier quotes; act as liaison between clients and carriers; prepare reports and proposals
Seniority
Individual Contributor, entry to mid-level