Commercial Lines Account Manager

SWBC•San Antonio, TX

34d

About The Position

SWBC is seeking a talented individual to provide exceptional customer service for the Commercial lines of insurance in evaluating, classifying, and quoting policies by working with various insurance carriers and/or brokers. Why you'll love this role: In this role, you will be able to exercise your affinity for customer service while working in a great team atmosphere and have the freedom to carry out your work with minimal oversight. Essential duties include the following: Provides information, rates, and quotes for all new and renewal Commercial lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers. Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates. Assists insurance carrier underwriters and/or brokers with policies involving unique, complex, or high-risk commercial properties. Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system. Assists Producers and provides training to other Account Managers as requested. Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes. Processes claims including reporting and monitoring. Performs other duties as required.

Requirements

High School Diploma or equivalency required.
Possess a P&C license.
Minimum of three (3) years of Commercial lines insurance experience required.
Strong working knowledge of insurance forms, coverage and rating.
Working knowledge of PC’s and related applications.
Excellent analytical and problem resolution skills.
Strong written and verbal communication skills.
Strong organizational and interpersonal skills.
Able to type a minimum of 45 wpm accurately.
Able to operate Microsoft Word and Excel.
Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
Able to travel to current and prospective customers.
Able to attend continuing education classes and seminars.
Able to stoop, kneel, and sit for long periods of time.
Able to lift 10-20 lbs.

Responsibilities

Provides information, rates, and quotes for all new and renewal Commercial lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates.
Assists insurance carrier underwriters and/or brokers with policies involving unique, complex, or high-risk commercial properties.
Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
Assists Producers and provides training to other Account Managers as requested.
Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes.
Processes claims including reporting and monitoring.
Performs other duties as required.