Commercial Lines Account Manager - Hybrid Schedule

University Bank•Pittsfield Charter Township, MI

1d•Hybrid

About The Position

The Commercial Lines Account Manager makes changes to customer accounts within carrier guidelines, remarkets current commercial lines business when necessary, rounds current accounts with additional products, and manages the commercial renewal process. The role also solicits, refers, and evaluates new insurance clients; obtains and processes information and documentation from carriers; and services existing accounts, including payments, changes, audits, and claims. The Account Manager evaluates customer inquiries, follows up with underwriters and customers through renewals, logs activity in the agency management system, and maintains records and reports. The role answers customer questions about coverage, changes, claims, payments, and audits; runs monthly expiration reports in accordance with the Commercial Renewal Procedure; handles overflow new business when needed; and assists producers as needed. Other duties include maintaining required disclosure postings and licensing, attending required meetings and trainings, answering telephones as needed, and completing other duties assigned by management. The primary work setting is an indoor, climate-controlled office, a private home office, or a combination of these at management’s discretion. The employee may encounter fluorescent lighting, dust, and other normal indoor allergens; work near coworkers or independently in quiet environments; and may need to travel on a flexible schedule as needed.

Requirements

High school diploma or equivalent.
Three years of previous commercial lines insurance servicing and quoting experience is highly preferred.
Current Property & Casualty Insurance License in the required lines, or ability to obtain the license within 90 days of accepting the position.
Maintain and foster positive relationships with customers and business partners.
Complete assigned training in a timely manner.
Professional oral and written communication skills.
Strong organizational, time management, and analytical skills.
Ability to communicate and negotiate effectively.
High degree of dependability and effective problem-solving ability.
Strong computer skills, including Excel and Word.
Ability to handle sensitive information and maintain the confidentiality of customers’ personal information.
Ability to work with minimal supervision.
Ability to lift up to 20 pounds, sit for extended periods, perform repetitive computer tasks, and travel as needed on a flexible schedule.

Nice To Haves

Three years of previous commercial lines insurance servicing and quoting experience is highly preferred.

Responsibilities

Make changes to customer accounts within carrier guidelines.
Remarket current commercial lines business when necessary or when requested by a customer or Producer.
Round current accounts with additional products and manage the commercial renewal process.
Solicit, refer, and evaluate new insurance clients.
Obtain and process information and documentation from carriers.
Service existing accounts, including payments, changes, audits, and claims.
Evaluate customer inquiries and make informed decisions.
Follow up with underwriters and customers through the renewal process.
Log all activities in the agency management system.
Maintain applicable records, reports, and files.
Answer customer inquiries regarding coverage, changes, claims, payments, and audits.
Run monthly expiration reports in accordance with the Commercial Renewal Procedure.
Handle overflow new business when needed and assist Producers when needed.
Maintain required disclosure postings and licensing, including continuing education.
Attend required meetings and trainings, answer telephones as needed, and perform other duties assigned by management.