Commercial Lines Insurance Account Manager
Indexed description
- Connect with Clients: You'll build strong relationships to understand their needs, creating insurance plans that protect their business and reduce risk.
- Teamwork: Work closely with the producer to achieve our unit's strategic goals. Strong collaboration and communication are essential.
- Submission Preparation: Prepare new business and renewal submissions, ensuring they're complete and accurate. We'll provide necessary tools like ACORD applications, risk narratives, loss runs and more. You'll submit these to carriers or our Marketing Department and follow up to ensure a prompt response.
- Account Management: Handle all account transactions using our management system—including applications, proposals, summaries, audits, endorsements, certificates, ID cards, binders, cancellations and more. You'll keep the client informed throughout the process and manage non-renewals effectively.
- Client Proposals: Prepare clear and concise proposals for clients. We want to ensure they understand their insurance programs and any recommendations we make.
- Documentation: Keep meticulous records in our agency management system (Applied EPIC) to prevent errors and omissions.
- Have a solid understanding of commercial insurance practices and procedures.
- Hold an active Missouri Property & Casualty Producers license in good standing.
- Be customer-focused with a friendly and positive attitude.
- Possess strong verbal and written communication skills.
- Be comfortable with computers and have professional phone etiquette.
- Pay close attention to detail and follow up on tasks effectively.
- Excel in problem-solving and multitasking, even in a fast-paced environment.
With over 275 dedicated employees, we're committed to being the best in our industry. We use innovation and technology to provide responsive and reliable service, exceeding customer expectations. We value long-term relationships with our clients, employees and communities we serve.
Founded in 1885, Crane has stood the test of time, and we continue to thrive by protecting what matters most. To learn more about Crane Agency, visit our website at www.craneagency.com.
Ready to join our team and make a difference? Apply today and be a part of something special at Crane.
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