Commercial Lines Account Manager
3 weeks ago
We are seeking a highly skilled Commercial Lines Account Manager to join our team at Warehouse Workers, LLC. As a key member of our team, you will be responsible for assisting producers and other account managers with the servicing of assigned accounts in accordance with the company's practices, policies, and procedures.
Key Responsibilities:
Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including quoting, applications, invoicing, policies, certificates of insurance, endorsements, and cancellations.
Reviews and processes change requests in the agency management system.
Participates in the renewal preparation process, including generating renewal updates on accounts specified by the producer.
Provides quality customer service to clients, team members, and carriers.
Reviews policies and endorsements for completeness and accuracy.
Prepares policies for delivery to clients.
Communicates with company personnel regarding client needs and/or issues.
Maintains an accurate suspense system on all items that require a response.
Responds to customer inquiries.
Orders insurance underwriting reports.
Inputs/maintains data on account management system and ancillary systems as required.
Requirements:
At least three years of demonstrated proficiency in Select business account management required.
Exceptional customer service skills.
Excellent organizational, interpersonal, and communication skills.
Proven ability to work in a successful team environment.
Strong data entry skills.
Ability to exercise independent judgment.
Proficient in Microsoft Word, Excel, Outlook, and internet utilization.
EPIC Agency Management System experience preferred but not required.
FL 220 P&C License required.
Current with all necessary CE credits in required lines and states.
Professional designation highly desirable (CIC, AAI, ARM).
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