Commercial Lines Account Manager
3 weeks ago
Position Overview: The Small Commercial Lines Manager will support the Small Business Team by providing underwriting and procedural guidance, addressing new business intakes, and assisting with complex account marketing as assigned by the Executive Team. This role manages a select book of VIP clients connected to High Net Worth Personal and Large Commercial Accounts and oversees marketing efforts for renewals. Proficiency with the Agency Management System is required to provide team support on data entry, billing, and procedural questions.
Responsibilities:
- Attend management meetings and relay relevant procedural updates to the team.
- Market new Small Commercial Lines products and handle renewals.
- Service VIP clients and assist other departments with Personal and Commercial Lines as needed.
- Oversee business assignments, ensuring they match the team’s skills.
- Manage renewals and competitive prospective client accounts on short timelines.
- Create procedures for underwriting, submission creation, coverage comparison, and proposal assembly.
- Train new team members and build strong client relationships.
- Prepare invoices, Certificates of Insurance, and Auto ID cards; manage endorsements and client inquiries.
- Maintain policy documentation within the Agency Management System.
Qualifications:
- Team management experience with diverse individuals.
- Proficiency in Microsoft Office Suite and Applied EPIC Agency Management System.
- Strong knowledge of property and casualty coverages, processes, and timelines.
- Analytical skills, attention to detail, and strong organization and time management abilities.
- Excellent communication and relationship-building skills; client-oriented with a collaborative approach.
Education Requirements:
- Bachelor’s degree or equivalent work experience.
- Property & Casualty Insurance License.
- Preferred insurance designations (e.g., ARM, CIC, CPCU) and experience with Applied Epic.
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