Commercial Lines Associate Account Manager

Shepherd Insurance LLC • Greenwood, IN

5d

About The Position

This is an opportunity to work at Robley Insurance, a Shepherd Insurance Partner. Shepherd Insurance is a privately owned insurance agency that has delivered risk management solutions since 1977 and offers a wide variety of insurance and financial products. As a Commercial Lines Associate Account Manager, you will assist insurance advisors with handling and processing new and renewal commercial lines business in accordance with agency guidelines. You will serve as a utility player on the Commercial Lines team, shifting focus as needed to support agency personnel and clients. You will also provide support in obtaining, maintaining, expanding, and servicing commercial accounts, and provide 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 computer software including Microsoft Office products (Word, Excel, Outlook, and PowerPoint) and an agency and document management system (AMS 360).

Nice To Haves

• College degree.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients as necessary.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Check manual policies, order loss runs, and issue renewal binders, invoices, ID cards, and certificates.
• Respond to calls from clients and insurance companies about 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, and overdue or 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