Commercial Lines Account Manager (57241)

First State Community BankLebanon, MO
6d

About The Position

Commercial Lines Account Manager First State Insurance Agency Company Info First State Insurance Agency is a subsidiary of First State Bancshares. This means we have a whole family of support and a large backing. We are a growing insurance and financial services organization serving most states across the nation. Our home office is in Farmington, MO with numerous locations throughout Missouri. Make a Positive Impact We are looking for a Commercial Lines Account Manager focused on building relationships through amazing service and communication skills. Must have a passion for helping customers become educated when making insurance-buying decisions. The key to this position is a strong working relationship with the producers.

Requirements

  • Strong computer skills showing proficiency in Microsoft Office, Word, Excel, and AMS360
  • Minimum 2 to 5 years in Insurance Account Management
  • Missouri Property & Casualty Insurance License
  • Excellent written and verbal communication and customer service skills
  • Should be open-minded, a fast learner, enthusiastic, and adaptable

Nice To Haves

  • Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.

Responsibilities

  • Confer with customers by telephone, email or in-person to provide information about products and services, to issue new/renewal or cancel accounts, or to obtain & report details of claims or services needed
  • Read and verify policies for accuracy
  • Keep records of customer interactions and transactions, details of inquiries, complaints, and comments, as well as actions taken utilizing agency management system
  • Responsible for becoming familiar with each insurance carriers product lines, underwriting process & websites
  • Deliver and prepare Summary of Insurance for producer accounts and house accounts on a timely basis
  • Prepare new business and renewal submissions to be forwarded to insurance carriers for quoting
  • Compare quotes & coverage options, prepare a marketing spreadsheet with the best options for the customer
  • Prepare new lines of business for existing clients and renewal proposals when needed
  • Analyze coverage options and make recommendations of additional coverage options that may benefit the client
  • Bind coverage, collect deposits or down payments, and/or arrange for billing
  • Servicing clients will include issuing certificates of insurance, policy change requests, review/check endorsements, and audits for accuracy

Benefits

  • Competitive pay and benefits package - with variable compensation program based on team performance
  • 401(k) with generous employer match benefit
  • Helpful, qualified, and available leadership
  • A caring, stable work environment
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