COMMERCIAL LINES ACCOUNT MGR I

Royal American Companies • FL

89d • $20 - $25

About The Position

The Commercial Account Manager I is a mid-level position and is responsible for ensuring commercial lines clients receive timely and quality service. Responsibilities are focused on reviewing and accurately troubleshooting client service needs and assisting in the management of clients insurance policies. The Commercial Account Manager I is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Requirements

• High School Diploma or Equivalent required
• 3-5 years of Commercial Lines P&C insurance office experience required
• Current License 4-40 required
• Good oral and written communication skills
• Technical and client relations expertise
• Proficient in Microsoft Suite
• Property casualty commercial lines and bond product knowledge and risk management expertise
• Agency management system computer skills

Responsibilities

• Support Commercial Lines Department Producers in routine account maintenance
• Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
• Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes
• Respond to client inquiries, incoming mail, company requests and producers needs on a timely basis
• Collect renewal data on assigned accounts
• Review and order renewals according to agency procedures
• Survey policy coverages and identifies cross-selling and upgrading opportunities
• Review, analyze and submit applications to insurance companies
• Follow agency's underwriting guidelines
• Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage
• Review new business, renewals, endorsements to ensure items were received as ordered
• Prepare billing following agency's credit and collection policies
• Coverage for the Receptionist at the front desk as needed
• Assist with other clerical tasks within the office as requested
• Participate in courses for insurance/sales skills
• Maintain current knowledge of underwriting requirements of carriers

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees