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Full Job Description
Commercial Lines Account Manager
Account Managersare primarily responsible for servicing Commercial lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.
Duties of anAccount Managerincludebut are not limited to:
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Commercial Lines Workflow Manual.
- Following up and completing open suspense’s daily.
- Servicing and selling insurance products to prospective and existing clients.
- Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
- Providing quality customer service to existing and prospective clients.
- Proactively retaining accounts when applicable.
- Staying up to date on new insurance products and market/industry trends.
- The ability to understand and analyze insurance coverage and policy forms.
- Strong written, oral and phone communication skills
- Organize, set, and maintain priorities
- Working knowledge and/or experience with, Microsoft Office (Word, Outlook, Teams).
- Collecting payment information, uploading payments to various company websites, and recording activity notes.
- Meeting annual sales goal.
- Following up on all ‘Broker of Record’ letters within your assigned book of business.
- Service an average size book of business.
- Perform other duties as assigned
