Essential Functions include but are not limited to the following: Oversee the day‑to‑day operations of the Commercial Lines Account Manager/CSR team, ensuring timely and accurate handling of policy changes, audits, invoicing, premium breakdowns, certificates, ID cards, and client inquiries. Provide daily support, guidance, and problem‑solving for Account Managers on complex service issues, claims questions, and coverage concerns. Audit and review commercial accounts for accuracy, compliance, documentation quality, and adherence to agency standards. Manage team schedules, workload distribution, and workflow efficiency to maintain high service levels. Oversee renewal workflows including loss runs, renewal applications, marketing, account rounding, pricing review, policy checking, and preparation of renewal documents. Ensure all files are updated in AMS as tasks are completed; reinforce documentation standards and accuracy. Review Suspense items daily and ensure timely completion by the team. Maintain strong relationships with commercial underwriters, carrier marketing reps, and internal staff. Ensure the team is familiar with carrier appetites, guidelines, and websites. Pull or oversee the retrieval of documents from carrier portals (renewals, endorsements, forms, etc.). Provide leadership in claims support, including guidance on reporting, documentation, and follow‑through. Assist with onboarding, mentoring, and training new Account Managers. Collaborate with agency leadership on operational improvements, procedures, and service standards. Promote a positive, accountable, and team‑oriented culture.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed