Commercial Lines Associate Account Manager

Shepherd Insurance • Greenwood, IN

4d

About The Position

The Commercial Lines Associate Account Manager supports insurance advisors in handling and processing new and renewal commercial lines business in accordance with agency guidelines. As a utility player on the Commercial Lines team, this position shifts focus as needed to assist agency personnel and clients, and provides support in obtaining, maintaining, expanding, and servicing commercial accounts. The Account Management team also provides customer service to assigned clients.

Requirements

• At least two years of experience in a similar position is desirable.
• High school diploma or equivalent (GED) is required.
• Required state licensing certification.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiarity with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, as well as an agency and document management system such as AMS 360.

Nice To Haves

• College degree.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients.
• Maintain orderly and up-to-date electronic and/or paper files.
• Check manual policies; order loss runs; and issue renewal binders, invoices, ID cards, and certificates.
• Receive calls from clients and insurance companies regarding policy coverage, claims, or administrative needs, fulfilling requests or referring them to an advisor when necessary.
• Assist in marketing new and renewal business.
• Evaluate premiums; prepare proposals and presentation packets; and maintain underwriting and marketing information by carrier.
• Maintain a suspense system and follow up on outstanding orders, correspondence, reports, overdue items, and suspense items.
• Serve as a utility player within the Commercial Lines division to maintain strong service to accounts, clients, and insurance advisors when agency personnel are out of the office.
• Perform other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED