Commercial Lines Account Manager

Leavitt Group•Lancaster, PA

9h•Hybrid

About The Position

Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs. A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.

Requirements

3-5 years experience with working a small commercial lines book of business.
Active Property &Casualty license
Must have strong computer software and in using Microsoft Office i.e. Excel, Word
Must have strong oral and written communication skills
Must have experience with carrier rating software

Nice To Haves

Experience with the AMS 360 is highly preferred

Responsibilities

Prepare the applications for the submission with underwriting information provided by the Producer.
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
Work with the service staff to meet timeline (deadlines)
Work with assigned Account Executive on marketing procedures with discussed selected markets
Follow up with Markets for quotations
Create the proposal under the direction of the Account Executive
Create Proposal booklets
Check for any discrepancy’s b/w submission/quotation/proposal
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
Work with Producer to provide binders of insurance/Get client sign off
Certificate issuance
Check policies with submission/quotation/proposal
Invoice
Check endorsements against Account Executive requests
Issue auto ID Cards