Insurance Account Manager-Commercial Lines

Countybank•Greenwood, SC

1d•Onsite

About The Position

Countybanc Insurance is seeking a self-motivated, detail-oriented Commercial Lines Account Manager to service and manage an assigned book of business, including large and small accounts, with an emphasis on service for larger accounts. The role supports renewals and new business, underwriting and marketing, premium collection, cross-selling, and ongoing service and advice to clients and producers. It is responsible for meeting quality service and sales standards, providing prompt and professional assistance, addressing client needs, supporting profitable growth and retention, and building long-term client and company relationships. Confidentiality and commitment to the company’s corporate culture are essential. The Account Manager communicates with clients, coordinates with producers and carriers, and handles account servicing, marketing, renewals, policy changes, and escalated service issues. The role develops and executes service plans for assigned accounts, including policy timelines and reviews of claims, exposures, modifications, risk-management surveys, and loss-control visits. Specialty and large accounts may require client meetings, detailed proposals, quarterly presentations, and advance renewal planning. The position also documents interactions in AMS360, supports sales and retention goals, contributes to new-business development, and completes agency training and special projects. This is a full-time, onsite position in Greenwood, South Carolina. The workplace is smoke- and drug-free. Compensation is commensurate with experience, education, and expertise.

Requirements

Associate or bachelor’s degree in business, finance, or a related field from an accredited college or university.
At least 10 years of experience in commercial insurance customer service.
Knowledge of commercial insurance coverages and ability to communicate and negotiate with clients and underwriters.
Property and Casualty Insurance license.
Superior computer skills, including proficiency with Microsoft Office programs.
Ability to manage multiple projects, prioritize, and meet deadlines.
Willingness to obtain, apply, and share knowledge.
Ability to maintain discretion, confidentiality, and a professional demeanor.
Self-motivation and a high level of initiative.
Excellent organizational skills and attention to detail.
Thorough knowledge of departmental operations, policies, and procedures.
Strong analytical and problem-solving skills.
Excellent verbal and written communication, listening, and public-relations skills.
Ability to work in a team environment.
Equivalent combinations of education, training, or experience may provide the required knowledge, skills, and abilities.

Responsibilities

Service and manage an assigned book of commercial insurance accounts, supporting retention, renewals, new business, and ongoing client and producer needs.
Communicate with clients by telephone, email, or in person; provide product and service information; handle billing questions, orders, cancellations, complaints, and expectations.
Prepare marketing information for smaller or less complex accounts and submit renewal information to clients for review and updates.
Assist brokers serving bond, construction, transportation, and property-management markets.
Monitor insurance-industry and market changes, including carrier downgrades that may affect clients; proactively remarket accounts and monitor premium and form changes.
Act as a liaison between clients and carriers to resolve escalated service issues requiring policy interpretation and experience-based judgment.
Develop and carry out client service plans, including policy-inception timelines and quarterly reviews of claims, exposures, modifications, risk-management surveys, and loss-control visits.
Organize and conduct client meetings for specialty and large accounts; prepare proposals and quarterly presentations and assist brokers with presentations.
Prepare reports of endorsements and policy changes for client meetings.
Refer new business and develop additional business from existing accounts to support departmental production goals.
Determine service charges, collect deposits or payments, and arrange billing.
Notify clients of claim investigation results and planned adjustments; review policy terms to determine whether losses are covered.
Document conversations, interactions, transactions, and actions involving customers, carriers, and agents in AMS360; update contact information on every call.
Complete contract forms and address-change records; refer unresolved customer grievances for further investigation.
Solicit sales of additional services or products and process endorsements.
Assign incoming email, mail, fax, and voice messages to the appropriate team member.
Work with commercial sales associates and other account managers to provide support within the role’s scope.
Prepare insurance summaries, schedules, and proposals as needed for account reviews.
Coordinate renewal remarketing and activities with producers, including advance account reviews, renewal letters, updated ACORD applications, loss-run requests, submissions, renewal proposals, and policy processing and accuracy checks.
Complete special projects within requested timeframes and attend agency-sponsored training programs and meetings.
Maintain and expand knowledge of insurance coverage and carrier appetites.