Commercial Lines Associate Account Manager

About This Role

This role involves providing daily service to assigned accounts, acting as a primary point of contact for clients, and supporting coverage strategy by applying insurance principles.

Responsibilities

• Perform daily service on assigned tasks by Producers and/or Account Executives
• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond to client inquiries, incoming mail, and company request needs on a timely basis
• Support and inform coverage plans as necessary
• Collect renewal data on assigned accounts
• Provide claims support
• Review new/renewal policies and endorsements to ensure items were received as ordered
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
• Document all activities in agency management system (Applied Systems / EPIC)
• Keep current with industry trends and participate in educational seminars and classes for improvement of insurance/sales skills and license compliance

Requirements

• Active Property & Casualty License or ability to obtain one within 60 days of hire date
• Strong organizational skills
• Computer skills (Microsoft Word, Outlook and Excel)
• Excellent verbal and written communication skills
• Strong interpersonal skills
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form

Qualifications

• High School diploma required, Associate Degree or higher preferred

Nice to Have

• Applied Systems / EPIC experience

Skills

* Required skills

Benefits

Certifications