Commercial Lines Account Manager

Higginbotham • Brookhaven, MS

9d

About The Position

The Commercial Lines Account Manager provides prompt, accurate, and courteous service to clients, producers, and company personnel while supporting the acquisition, retention, expansion, and servicing of commercial accounts. The role plans and implements insurance programs consistent with agency guidelines, keeps informed about carrier developments and relevant federal and state laws, and advises clients about coverage, exclusions, exposures, and audit procedures. It also provides technical support to producers, prepares proposals and applications, coordinates renewals and remarketing, and helps resolve complaints and disputes. The Account Manager builds relationships with clients and carriers, seeks referrals, manages work priorities, and mentors Customer Service Representatives.

Requirements

• At least 5 years of previous commercial insurance experience.
• Active General Lines or Property & Casualty license.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens; hearing and speech to communicate by telephone and in person; and repetitive hand movements such as keyboarding, writing, and 10-key use.
• Ability to walk, bend, sit, reach, and stretch in all directions.
• Core competencies include problem analysis and solving, attention to detail, clear verbal and written communication, timely task completion, teamwork, client focus, dependability and punctuality, creative thinking, organization, and adaptability.

Nice To Haves

• Experience with Applied Epic; knowledge of a similar Account Management System (AMS) is acceptable.

Responsibilities

• Plan, design, and implement insurance programs for clients in accordance with agency guidelines, independently or collaboratively.
• Maintain knowledge of carrier developments and relevant federal and state laws; consult, inform, and educate clients about coverage, exclusions, and exposures, and document communications electronically.
• Provide technical support to Producers on coverage, proposals, suspense items, and other client and business needs.
• Investigate, initiate, and prepare proposals and applications; submit or present them to insureds and carriers, obtain client signatures, and follow up for timely responses in conjunction with the Producer.
• Prepare insurance summaries, schedules, and proposals for account reviews.
• Remarket accounts, contact clients, follow up with Producers, and renew policies according to agency standards.
• Consult with, inform, and educate clients about audit procedures.
• Set priorities and manage workflow for efficient, timely, and accurate transaction processing and completion of other responsibilities.
• Represent the agency with Producers in handling complaints, arbitrating disputes, or resolving grievances; foster productive relationships between clients and Producers and maintain positive relationships with carriers.
• Seek referrals from the client base and follow through to obtain new accounts.
• Provide mentoring and guidance to Customer Service Representatives.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401K.
• Equity incentive plan.
• Supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company-paid holidays and PTO.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed