Commercial Insurance Account Manager – Small Business

About This Role

Manage a book of assigned commercial lines accounts, provide service to clients, and maintain a high customer retention rate, contributing to the agency's profit.

Responsibilities

• Rate and quote renewal Commercial Lines risks.
• Screen, place, and approve Commercial Lines applications.
• Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines.
• Prepare and authorize ID cards for auto clients when necessary.
• Initiate, screen, and prepare endorsement requests on Commercial Lines.
• Handle telephone requests and miscellaneous correspondence.
• Authorize cancellation requests.
• Rate and compute endorsement, cancellation, additional or return premiums.
• Review Company produced policies, endorsements, audits for accuracy.
• Compute and initiate premium finance contracts as needed.
• Take claim reports and maintain claim files on clients handled as needed.
• Prepare summaries and proposals of insurance for existing accounts.
• Prepare bonds, endorsements, and cancellations.
• Maintain client files and make client contacts as needed.

Requirements

• High School Diploma
• 3+ years of insurance experience
• Customer service experience
• Ability to use menu-driven software, Word, and Excel
• Ability to work independently
• Good organizational skills
• Valid driver’s license and clean motor vehicle record
• Familiarity with company underwriting guidelines & binding authority
• Technical proficiency with coverages and various types of insurance policies
• Working knowledge and competency in use of Agency Management System

Qualifications

• High School Diploma
• Three Years Insurance Experience Required

Nice to Have

• Professional designation or working toward one

Skills

* Required skills

Benefits