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Commercial Lines Account Manager

2 months ago

New Castle, United States Alera Group Full time
Job Description

 

 

 

CBM Insurance Group, an Alera Group Company, is seeking a Commerical Lines Account Manager to join our team

 

 If that is what you’re looking for, this is your chance to be part of an amazing organization

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.  

 

The Commercial Lines Account Manager will perform duties independently operating from established directions and instructions.   Working within a collaborative team atmosphere for providing exceptional customer experience.  Decisions are made within general company policy constraints and insurance laws and require independent decision-making


Performs duties independently operating from established directions and instructions.   Working within a collaborative team atmosphere for providing exceptional customer experience.  Decisions are made within general company policy constraints and insurance laws and require independent decision-making.

 

Essential Functions and Responsibilities include the following:

 

 Coordinating with Commercial Sales team to follow agency procedures for handling of commercial client accounts related to:

  • New Business
  • Renewals
  • Endorsements
  • Cancellations
  • Audits
  • Billing/Financing
  • Certificates/EPI/Schedules of Insurance/Auto ID Cards
  • Payments

 Customer Service

  • Provide an exceptional customer experience. Communicate with internal and external customers in a friendly, professional, and patient manner.
  • Perform all duties with the goal of building and maintaining long-term customer relationships.
  • Immediately address any customer’s concern. Request involvement of other firm personnel as required. Notify Commercial Lines Manager of any major concerns and the action taken to resolve.

.


  • High School diploma / GED required with a minimum of 2+ years of industry-related experience.
  • P & C license required (Commercial Lines Experience preferred)
  • Applied Epic experience preferred.
  • General knowledge of insurance laws
  • Working knowledge of Microsoft Office products.

We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 #LI-AM1 PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:New Castle, DE-19721