Job Description
The Commercial Lines Account Manager (AM) provides support in obtaining, maintaining, expanding and servicing accounts. The AM possesses more technical and coverage knowledge than that of a CSA and can handle medium to large accounts with minimal to no assistance.
The AM is responsible for assisting the Producer in writing new accounts and rounding out existing accounts. You'll work with top-notch industry leaders to ensure our clients' policies cover their exposures, are up-to-date and in compliance. Always keeping an eye out for legal and compliance alerts, you'll send out notifications as needed. Working as a team, you'll strive to continuously improve the client's experience from sign-on to renewal.
Responsibilities
- Proactively identifies inadequacies and gaps in coverage
- Assists Producer with new and renewal business per agency workflows including, but not limited to, preparing new applications in agency management system, ordering loss runs, submitting applications to carriers, obtaining client signatures as appropriate, and following up to ensure timely responses in conjunction with Producer
- Processes or assigns all incoming items, including but not limited to, change requests, requests for certificates, audits, notice of cancellations and endorsements
- Maintains current knowledge of the marketplace
- Confirms the carrier-produced documents for accuracy including, but not limited to, policies, endorsements, audits, cancellations and secures corrections from carriers on incorrect items
- Performs contract reviews on complex Certificates of Insurance
- Prepares finance agreements and collects down payments
- Invoices transactions accurately including new business, renewals, endorsements, cancellations, and audits
- Responds to client requests professionally and within 24 hours of receipt
- Follow-up on open tasks/activities daily
- Process and/or assign un-routed attachments daily
- Create new business or renewal proposals
- Request quotes from carriers and brokers and review for accuracy
- Other duties as may be assigned
Experience and Skills
- Bachelor's Degree; or combined equivalent years of education and experience
- Must be a licensed Property & Casualty insurance agent
- Minimum 3 years of Commercial insurance service experience
- Possession of professional designation such as CIC, CPCU, CRM, CISR, or ARM preferred
- Successfully manages minimum revenue of $400,000
- Comprehensive knowledge of insurance products, trends, markets, and underwriting procedures
- Good organizational, verbal, and written communication skills necessary
- Ability to utilize computer programs and understand functionality
- Strong knowledge of Microsoft products (Outlook, Word, Excel)
- Basic understanding of standard accounting practices
- Ability to carry out complex tasks
- Ability to communicate orally and in writing with others to explain detailed issues and receive and interpret information
- Ability to maintain a positive attitude, express enthusiasm and be flexible
- Meets or exceeds expectations regarding job knowledge, quality, efficiency, initiative, cooperation, customer service and overall performance
- Ability to work independently or as part of a team
- Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel
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Gregory & Appel Insurance
Mar 25, 2025