Insurance Commercial Lines Account Manager

Bank Midwest•Wall Lake, IA

About The Position

Bank Midwest is seeking a full-time Insurance Commercial Lines Account Manager in our Wall Lake location. This position works closely with all producers and customers to provide excellent customer service. Duties: Work closely with agent to produce new accounts and retention of existing commercial accounts. Provide prompt, efficient, high quality service to designated accounts in support of producer and agency activities. Work with companies to market commercial account renewals. Gather policy information as needed for renewals, changes, and quotations. Maintain strong business relationships with external vendors, including underwriting, claims, and accounting staff of the insurance carriers represented by Bank Midwest Insurance Services. Working knowledge of the agency's core systems; EPIC and insurance carrier sites. Respond to customer needs by handling calls, customer contact and documentation within management system, along with producing binders, certificates, and/or related items; verify accuracy.

Requirements

Licensing in Property/Casualty and Life/Health a plus; however, we will assist in training to secure proper licensing.
PC skills.
Strong verbal/written communication skills, accuracy and attention to detail.
Strong customer service focus and enjoy working in a team environment.
Work experience in professional office setting is preferred.

Responsibilities

Work closely with agent to produce new accounts and retention of existing commercial accounts.
Provide prompt, efficient, high quality service to designated accounts in support of producer and agency activities.
Work with companies to market commercial account renewals.
Gather policy information as needed for renewals, changes, and quotations.
Maintain strong business relationships with external vendors, including underwriting, claims, and accounting staff of the insurance carriers represented by Bank Midwest Insurance Services.
Working knowledge of the agency's core systems; EPIC and insurance carrier sites.
Respond to customer needs by handling calls, customer contact and documentation within management system, along with producing binders, certificates, and/or related items; verify accuracy.