Commercial Lines Account Manager
Indexed description
Job Title - Commercial Lines Account Manager
Location: Frankenmuth, MI
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Perform a regular review and risk exposure analysis of insurance policies for proper coverage,
- communicating with the client and incorporating information obtained from the Producer.
- Maintain agency management system client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities.
- Respond to client calls, inquiries, e-mails, mail, and company requests in accordance with agency guidelines.
- Create and monitor renewal submissions to obtain competitive alternatives during the remarketing process.
EDUCATION AND EXPERIENCE
- Appropriate State license
- Minimum 3 years’ insurance brokerage or equivalent experience
- Two-year associate college degree required; four-year college degree preferred
- Extensive knowledge of all lines of commercial insurance
- Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, EPIC AMS, and applicable insurance laws
- Familiarity with risk assessment and risk management techniques
- Excellent time management, organizational and verbal and written communication skills
- High degree of self-motivation and self-direction
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