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Commercial Lines Account Manager

2 months ago

Boca Raton, United States CivicMinds, Inc Full time

Job Description

The Commercial Lines Account Manager responsible for the day-to-day servicing of assigned accounts. A Commercial Lines Account Manager will work both independently and alongside our producers in the new and renewal business process. It is required to have a 2-20 insurance license and a minimum of 5 years of experience in Property & Casualty insurance.

Responsibilities

  • Soliciting new business
  • Answering customer requests in a timely manner
  • Cross Sales/ Account Rounding
  • Obtaining Referrals
  • Checking in policies and policy changes
  • Filing claims
  • Audit checking and processing
  • Invoicing and answering billing questions
  • Issuing certificates of insurance and auto ID cards
  • Marketing new business and renewal accounts
  • Preparing insurance quotes, making sales presentations, and closing sales
  • Proposals