Commercial Insurance Account Manager
2 weeks ago
A Commercial Insurance Account Manger helps align our services to the goals and objectives of our customers. This role assists the Commercial Lines team in maintaining relationships with clients and provides a variety of administrative support.
Below are a few of the responsibilities of this role:
- Respond to clients' needs by producing binders, certificates, policies, and other related items accurately and on time
- Inform and educate customers about coverages, exclusions, and exposures; then assist customers in making appropriate coverage changes
- Prepare proposals and applications, and also submit them to the insureds and carriers
- Explain audit procedures to clients and review interim reports for coverage adequacy
- Manage customer retention according to agency protocols as well as any policy changes
- Assists with preparing/executing bonds as needed
- Update the agency management system with pertinent information
- Handle all phone calls and walk in activity by clients, carriers, or others
- Use every contact as an opportunity to round the account and review coverages the insured needs; communicate those needs successfully
- Actively refer clients to Life and Benefits Department and to Personal Lines
- Strive to make every endeavor effortless for our customers and team members
- Birmingham, AL orGardendale, AL
- 3-5 years of commercial insurance experience required
- Epic knowledge not required, but similar systems preferred
- Alabama P&C License preferred
- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity - the potential for growth within the company
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