Commercial Lines Account Manager

Essential Functions         

Directly responsible for the daily service requirements including, but not limited to:

• The marketing and renewal process for existing and new clients includes gathering data, preparing submissions, and communicating with the insurance carriers.
• Creating and presenting proposals, including comparing forms and providing analysis to clients and coworkers
• Binding coverage with carriers and following up to ensure the proper coverage was issued
• Creating and maintaining applications, summaries, proposals, rate comparisons, statements of values, spreadsheets, schedules, certificates, and evidence of insurance
• Processing policies, change requests/ endorsements, audits, and all other items related to the service of accounts
• Maintaining the client's file, including documentation, and creating follow-ups
• Communicating and assisting clients, vendors, and coworkers with information and servicing the Agency's accounts
• Communicate any questions, training needs, or assistance with assigned tasks with the supervisor.

• Complete all other essential functions as assigned.
• Complete tasks according to Standard Operating Procedures.

Qualifications

Education and/or Experience

• A high school diploma or equivalent is required
• Three years of Account Manager experience is required
• An active Property & Casualty Insurance license is required
• Proficient in Microsoft 365 Outlook, Word and Excel
• Experience with AMS360 and ImageRight Management Systems is preferred.