Commercial Lines Account Manager- Insurance Broker

Job DescriptionJob Description

Summary:
Provides commercial lines support in maintaining, expanding, and servicing assigned accounts.

Essential Duties and Functions:

• Process daily mail, including faxes and e-mail, for assigned accounts
• Answer and process all telephone requests for assigned accounts
• Enter all required data into system to maintain current file data on all assigned accounts
• Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
• Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations
• Validate coverages and ratings policies, endorsements, audits, cancellations, etc.
• Maintain suspense or follow-up system for correspondence/requests Process premium finance agreements as needed
• Prepare billings and/or invoices on a timely basis\
• Advise accounting of the appropriate posting of moneys received on assigned accounts Assist in the collection of premiums and audits
• Provide back-up to other Account Managers as assigned
• Maintain expiration records
• Develop and maintain working relationship with the various company marketing representatives and underwriters
• Maintain favorable relationship with clients, producers, and employees
• Develop and maintain strong technical knowledge of commercial lines coverages and rating
• Perform clerical functions including, but not limited to submitting and sending faxes, proofreading and photocopying documents
• Other duties may be assigned.

JOB DESCRIPTION

Competencies:

• Organization—the individual prioritizes and plans work activities and uses time efficiently.
• Oral communication—the individual speaks clearly, can communicate effectively, and has strong negotiation skills.
• Written communication— the individual edits work for spelling and grammar mistakes, presents numerical data effectively, and is able to read and interpret written information.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required Minimum Education

• High school diploma
• Proficient with MS Office Suite
• 2 years of service experience in the insurance industry
• 4-40 state license

• Associate’s or Bachelor’s degree
• 2-20 insurance license
• Industry software experience

Physical Requirements Necessary on a Regular Basis:
1. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
2. Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
3. Vision sufficient for use of a computer monitor.
4. Ability to sit at a desk 7-8 hours per day. (This role has hybrid ability once the preliminary 90 day period has been completed.)

Company DescriptionHighly regarded broker with long history.Company DescriptionHighly regarded broker with long history.