Commercial Lines Account Manager
Indexed description
Responsibilities:
- Handle a dedicated book of business.
- Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.
- Process policy changes, endorsements, cancellations, and renewals accurately and promptly.
- Provide quotes/remarket existing policies when appropriate.
- Build and maintain strong client relationships through professional, friendly service.
- Review coverage and policy details with clients to ensure proper protection.
- Identify cross-sell opportunities and refer to producers.
- Maintain accurate and organized client records within the agency management system.
- Assist with policy renewals by reviewing accounts for coverage needs.
- High School Degree or Equivalent
- Excellent working knowledge of the computer and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro and Internet Explorer
- Ability to quickly learn and adapt to new technology and software
- Ability to analyze work assignments and know when to ask for assistance in order to complete the assignments in a timely manner
- Ability to respond promptly to departmental needs and solicit feedback to improve service
- Perform all job requirements, consistently produce quality work, complete tasks accurately and on time, prioritize and plan work assignments, use time efficiently to meet productivity standards and commitments
- Take responsibility for own actions and be responsive to coaching from account managers and department manager
- Strive to continuously pursue training and development opportunities to build knowledge and skills
- Compensation: $65,000 - $70,000/yr.
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
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