Commercial Lines Account Manager

Higginbotham•Marietta, GA

4d•Onsite

About The Position

The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. This role involves planning, designing, and implementing appropriate insurance programs for clients, staying updated on carrier changes and relevant laws, and educating clients on coverage. The position requires generating premium allocations, negotiating with carriers, and providing technical support to producers. Key responsibilities include preparing proposals, summaries of insurance, and applications, submitting them to insureds and carriers, and following up to ensure timely responses. Remarketing policies, consulting on audit procedures, and managing workflow efficiently are also crucial aspects of this role.

Requirements

3-5 years of Commercial Property & Casualty Insurance experience required
Active General Lines or Property & Casualty License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to Analyze and Solve Problems
Attention to Detail
Communication Skills
Timely Task Completion
Team Collaboration
Client Focus
Dependability
Creative Thinking
Organizational Skills
Adaptability

Nice To Haves

Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
Generating premium allocations for clients; advanced Microsoft Excel proficiency
Negotiating rate terms and conditions with Carriers on behalf of clients
Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
Consults, informs and educates audit procedures to clients in conjunction with producer
Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities