Commercial Lines Insurance Account Manager

2 weeks ago

Canfield, Ohio, United States L Calvin Jones & Co. Full time
About Us

L. Calvin Jones & Co. has been a trusted independent insurance agency since 1911, serving individuals and businesses in Ohio and Western Pennsylvania, with a presence across the continental United States.

We offer smarter insurance solutions, whether you're looking for business insurance, personal insurance, or surety bonds. Our team of experts understands your industry and provides tailored insurance solutions that meet your needs.

Job Summary

The Commercial Lines Account Manager is responsible for delivering exceptional client support, issue resolution, team support, and administrative duties. This role works under the supervision of the Director of Commercial Lines Operations and interacts with clients, vendors, and sales executives to implement new clients and support existing ones.

Key ResponsibilitiesNew Client Implementation
  • Obtain accurate information from clients for new business accounts, assess risk exposure, and insurance requirements.
  • Collaborate with internal teams and carriers to prepare quotes, proposals, and policy documents.
  • Coordinate the onboarding process for new clients, ensuring a smooth transition and completing necessary paperwork and compliance requirements.
  • Enter new lines of business and create activities/attachments in EPIC.
Sales Support
  • Collaborate with the sales team to identify and pursue new business opportunities.
  • Support sales through service, education, and effective problem-solving.
  • Prepare client presentation items, including claims reviews, new business, and renewing business proposals.
  • Participate in prospect/client presentation and review meetings.
  • Manage implementation timelines and checklists for new business.
  • Prepare and submit required carrier and insurance forms.
Client Support/Issue Resolution
  • Manage an assigned book of business, build, expand, and solidify relationships with existing clients to maintain a high retention level.
  • Address client inquiries, requests, concerns, and complaints promptly and professionally.
  • Manage the renewal process for all client policies within the assigned book of business.
  • Enter new lines of business, update lines of business at renewal, create activities, and attach emails as requests/changes/issues arise.
  • Communicate with the department director when an issue arises that requires additional support for issue resolution.
  • Monitor the status of pending client requests and communicate the status to the client and sales executive.
  • Participate in carrier webinars, trainings, and programs for continuing education.
  • Assist in resolving billing and claim issues with the client and carrier.
Team Support & Administrative Duties
  • Make recommendations to sales and management by collecting customer information and analyzing client needs.
  • Attend team meetings, staff meetings, and carrier meetings as directed by the department manager.
  • Assist with policy clean-up projects to maintain accurate data and confirm premiums and commissions.
  • Implement client contracts and provide support to the accounting, sales, and marketing efforts of the company.
  • Contribute to the team effort by accomplishing all other duties and responsibilities as assigned.
  • Maintain positive and professional relationships with all departments to resolve issues and complete projects.
  • Maintain knowledge of all current company services, products, schedules, programs, and similar data as required.
  • Follow all systems, policies, and procedures as outlined in the operating manual.
  • Organize workflow to meet internal and external deadlines.
  • Maintain accurate records and update account information accurately.
  • Manage telephone calls and emails professionally, efficiently, and with good communication skills.
  • Assist team members while out of the office on client requests.
Qualifications
  • Associates or Bachelor's Degree desired and proven experience as an Account Manager in Commercial Lines Insurance with an Ohio Property & Casualty license.
  • Excellent knowledge of commercial insurance products, policies, and regulations, along with computer skills to include Microsoft Office (Outlook, Excel, and Word) and experience with an insurance data management system, preferably EPIC.
  • Strong communication skills, both written and oral.
  • Strong problem-solving and analytical skills.
  • Detail-oriented with strong organizational and time management abilities.
  • Able to handle multiple tasks/projects, set priorities, and work independently in a fast-paced environment.
Benefits
  • Competitive Compensation
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)
  • Paid time off
  • Paid Holidays

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