Commercial Lines Account Manager

Higginbotham • Columbia, SC

1d

About The Position

The Commercial Lines Account Manager provides prompt, accurate, and courteous service to clients, producers, and company personnel, while supporting the acquisition, maintenance, expansion, and servicing of commercial accounts. The role plans and implements insurance programs in accordance with agency guidelines, stays informed about carrier developments and applicable Federal and State laws, and advises clients about coverage, exclusions, exposures, and audit procedures. It also supports producers, negotiates with carriers, prepares insurance documentation, manages renewals and remarketing, and coordinates account workflows.

Requirements

• 3–5 years of Commercial Property & Casualty Insurance experience.
• Active General Lines or Property & Casualty license.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens; repeated use of hearing and speech to communicate by telephone and in person; repetitive hand movements such as keyboarding, writing, and 10-key use; and walking, bending, sitting, reaching, and stretching in all directions.
• Core competencies include problem-solving and analysis, attention to detail, clear communication, timely task completion, teamwork, client focus, dependability, creative thinking, organization, and adaptability.

Nice To Haves

• Applied Epic experience; knowledge of a similar Account Management System (AMS) is acceptable.

Responsibilities

• Plan, design, and implement appropriate insurance programs for clients in line with agency guidelines.
• Maintain knowledge of carrier developments and Federal and State laws that may affect clients; consult, inform, and educate clients about coverage, exclusions, and exposures, and document interactions in electronic files.
• Generate premium allocations for clients using advanced Microsoft Excel proficiency.
• Negotiate rate terms and conditions with carriers on behalf of clients.
• Provide producers with technical support on coverage, proposals, suspense items, and related matters.
• Prepare proposals, insurance summaries, and applications; submit them to insureds and carriers, obtain client signatures, and follow up to ensure timely responses in conjunction with the producer.
• Remarket accounts, contact clients, follow up with producers, and renew policies according to agency standards.
• Consult with, inform, and educate clients about audit procedures in conjunction with the producer.
• Set priorities and manage workflow to ensure transactions and other responsibilities are processed efficiently, accurately, and on time.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401(k).
• Equity incentive plan.
• Supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company-paid holidays and PTO.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed