Commercial Lines Account Manager

Job Description

The Commercial Lines Account Manager role helps to build customer relationships. Account Managers are responsible for aligning our services to the business goals and objectives of our customers. This includes collaborating with the agency producers on new and renewal business, cross-selling, aiding customers with service needs, and making changes to existing accounts - all while being a true partner to our clients and team. Below are a few other responsibilities of this role:

  • Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and on time
  • Inform and educate customers about coverages, exclusions, and exposures; then assist customers in making appropriate coverage changes
  • Prepare proposals and applications and submit them to the insureds and carriers
  • Explain audit procedures to clients and review interim reports for coverage adequacy
  • Manage customer retention according to agency protocols as well as any policy changes
  • Assists with preparing/executing bonds as needed
  • Update the agency management system with pertinent information
  • Handle all phone calls and walk in activity by clients, carriers, or others
  • Use every contact as an opportunity to round the account and review coverages the insured needs; communicate those needs successfully
  • Actively refer clients to Life and Benefits Department and to Personal Lines
  • Strive to make every endeavor effortless for our customers

This is a full-time position. Experience may not be necessary! We have a team of professionals ready to equip and encourage you.

**The employee status for this position is classified as Exempt.

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