Commercial Lines Account Manager

Thompsonbaker Agency • Saint Augustine, FL

402d • $65,000 - $75,000

About The Position

The Commercial Lines Account Manager at ThompsonBaker Agency, Inc. is responsible for managing a portfolio of clients, serving as the main point of contact, and ensuring excellent service delivery. This role involves a variety of tasks including client communication, policy analysis, and claims management, all aimed at fostering strong relationships and providing effective insurance solutions.

Requirements

• Excellent verbal and written communication skills.
• Basic math skills and aptitude for learning new technology.
• Positive attitude, good listening skills, and empathy.
• Highly organized with strong time management skills.
• Ability to multi-task in a fast-paced environment within tight deadlines.
• Works with integrity and maintains a high level of confidentiality.

Responsibilities

• Cultivate strong relationships with clients, key vendors, and carriers.
• Respond to correspondences and requests from clients, insurance carriers, sales team, and supervisors in a timely and professional manner.
• Research and present answers to client questions about their policies and coverage.
• Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes.
• Analyze and compare current exposures to develop renewal or new business specifications for marketing.
• Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
• Prepare proposals with the help of the sales team for client presentations.
• Execute accurate invoicing and financing tasks to meet deadlines.
• Process and check policies, endorsements, endorsement requests, and audits for accuracy.
• Manage, submit, and follow-up with claims throughout the claims process.
• Prepare and manage timetables, summaries, and/or schedules for the entire book of business regarding coverage, renewals, deliverables, and marketing strategy.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Retirement
• Flexible schedule
• Health insurance
• Paid time off
• Bonus opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED