Commercial Lines Account Manager - Real Estate
About The Position
This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. We are specifically seeking candidates with experience in the real-estate industry to support our growing niche in this space. commercial lines business for clients primarily in real estate-related industries, including property owners, developers, investors, condominium and homeowner associations, and property management firms. As a Commercial Lines Account Manager within the Shepherd family, specific to our real-estate market, you will assist insurance advisors and clients in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial realty accounts.
Requirements
- Experience: At least two (2) years’ experience in similar position is desirable.
- Required state licensing certification.
- Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
- Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
- Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.
Nice To Haves
- College degree is preferred, not necessary.
Responsibilities
- Provide positive, prompt, and accurate service to clients.
- Coordinate with advisor to obtain policy information. Maintain expiration control log.
- Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
- Accompany insurance advisor to client meetings when requested.
- Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery.
- Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Assist other departments and advisors in cross selling and account rounding.
- Perform other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
