Commercial Lines Account Manager
2 weeks ago
The Commercial Lines Account Manager is a crucial position within the Lemon Mohler Insurance Agency. You will be responsible for managing the vital relationship between our customer and their insurance carrier while working in a friendly, dynamic, customer-focused environment that requires insight, expertise, and personal investment. The Commercial Lines Account Manager must be people-focused, self-motivated, and a creative problem solver, always keeping Lemon Mohlers Core Values of integrity, honesty, family, communication, teamwork, competence, and spiritual growth.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Flexible Spending Account
Responsibilities
- Accounting: Billing Inquiries, invoicing, premium breakdowns, etc.
- Renewals: review file, renewal letters to clients, market account if needed, renewal summaries for producers as requested
- Assist clients with questions and concerns
- Issue certificates/binders
- Issue bonds
- Generate new business from coverage additions on renewal business and current business referrals.
- Communicate with clients via email, telephone, fax, mail
- Work with producers and underwriters on client coverages and pricing
- Procure endorsements per client request through email or company systems as specified
- Participate in monthly department meetings
- Administrative projects and spreadsheets as assigned
Requirements
- 1-3 years of experience working with an independent agency
- Active Property and Casualty License in MS or the ability to be licensed quickly
- Data Entry and online quoting experience
- Experience using an agency management system. Experience with Vertafores AMS 360 is preferred but not required
- Basic Windows environment skills
- Microsoft Office suite experience (Excel, Word, Outlook, etc.)
- Strong knowledge of commercial insurance terminology, coverages, policies, and procedures
- 1 3 years experience in a similar position
- HS diploma or GED at minimum
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