Account Manager, Commercial Lines

Ansay & Associates•Fox Valley, WI

About The Position

The Account Manager, Commercial Lines provides support in obtaining, maintaining, expanding, and servicing commercial accounts. The role assists Producers with new commercial lines business, handles account servicing and policy review, and provides prompt, accurate, and courteous service to customers, producers, and company personnel. The position also supports the development of insurance knowledge and professional capabilities in line with The Ansay Way.

Requirements

Bachelor’s degree from an accredited university in Business or a related field, or an equivalent combination of education and experience.
Self-starter who thinks creatively and outside the box.
Good verbal and written communication skills.
Detail-oriented with solid listening skills.
Team player with a can-do attitude.
Licensed according to state requirements, or willing to obtain a license.

Nice To Haves

Minimum of two years of Commercial Lines experience (preferred).
Thorough understanding of commercial lines insurance and products (preferred).
Possess an insurance designation such as CISR, CIC, or CRM, or be willing to obtain one.

Responsibilities

Support the obtaining, maintenance, expansion, and servicing of commercial accounts.
Assist Producers with handling and processing new commercial lines business.
Review renewal requests, endorsements, and audits for accuracy.
Prepare Auto ID Cards, Evidence of Property, Summaries of Insurance, Certificates of Insurance, and Binders.
Obtain renewal information requested by company underwriters.
Prepare pre-renewal packets and maintain underwriting and marketing information by carrier.
Review company-issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverages.
Review ACORD applications for accuracy.
Work with Accounting to invoice premium-bearing agency-bill transactions.
Handle telephone requests and written miscellaneous correspondence, such as bank requests.
Process cancellation requests.
Stay current on insurance forms and coverage changes through bulletins and circulars.
Process claims and follow up as needed.
Service commercial lines select accounts to help eliminate coverage gaps and reduce errors-and-omissions exposure.
Provide prompt, accurate, and courteous service to customers, producers, and company personnel.
Develop insurance knowledge and professional capabilities in conjunction with The Ansay Way.