Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Charlotte, NC

4d•Hybrid

About The Position

This position is with a well-established, locally owned insurance agency that has been in business for nearly 50 years. We�re located in a vibrant office building with many nearby amenities. The Commercial Account Manager will assist both Producers and the Agency in the daily management and growth of a book of business through account retention, account rounding and new business growth.

Requirements

4+ years of experience in similar role
Current NC Property & Casualty License
Knowledge of insurance products and usages.
Knowledge of insurance markets, rating and underwriting procedures.
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship

Nice To Haves

College degree preferred.
Experience with Applied EPIC or similar agency management system preferred.
A passion for being part of a team that drives our company to industry leadership

Responsibilities

Provide technical support to the Producer, Agency and Insured in the daily management of policies.
Process renewals in coordination with Producer according to agency procedures.
Complete new / renewal applications in coordination with Producer and Client.
Conduct online rating and / or submit applications to eligible carriers.
Follow up to ensure timely receipt of quotes / renewal policies.
Review carrier proposals for accuracy, highlighting coverage differences from what was requested.
Prepare summaries of insurance, schedules, and proposals as needed.
Order and issue binders, certificates, evidences, policies and other related items; verify their accuracy; invoice and transact, prepare client documents and policy binders (electronic and/or paper).
Review and issue requests for Certificates or Evidence of Insurance, insuring contractual and policy compliance.
Work with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice, and transact.
Review carrier audits of policies; verify accuracy and facilitate corrections as needed between the client and carrier.
Processes incoming mail and phone requests, responding promptly and appropriately.
Use agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.
Accurately maintain the client account in Applied EPIC per procedures.
Accompany the Producer on prospect and client meetings as needed.