Commercial Insurance Account Executive

2 weeks ago


Cedar Rapids, Iowa, United States KSI Full time
Position Overview

Salary: Dependent on Experience

KSI is currently in search of a dedicated Commercial Lines Account Manager. This role is essential for supporting clients of varying sizes and ensuring meticulous attention to detail in fulfilling their insurance requirements. The position will primarily assist a small agency with an established portfolio of clients.

While remote work is an option, candidates must be located in the Cedar Rapids area and meet the necessary qualifications.

In this dynamic environment, the Commercial Lines Account Manager plays a crucial role in enhancing our sales and service capabilities through the following responsibilities:

  • Providing expert support to the agency by assessing client requirements, coverage options, and quotations.
  • Coordinating with the Insurance Producer to complete applications; submitting them to suitable carriers and ensuring prompt receipt of quotes and policies.
  • Issuing binders, certificates, policies, endorsements, and related documents; confirming their accuracy and sending them to clients with the necessary correspondence.
  • Determining the appropriate billing method and invoicing clients accordingly.
  • Preparing insurance summaries, schedules, and proposals as required.
  • Managing renewals in collaboration with the Insurance Producer in line with agency protocols.
  • Reviewing policy audits for accuracy and facilitating necessary corrections between clients and carriers.
  • Verifying policy and policy change details, making corrections as needed.
  • Executing additional tasks as assigned.

It is imperative to meet service and delivery standards while performing all essential functions to the quality and expectations set by the agency.

  • Candidates should possess at least a high school diploma, with some college education preferred, alongside a minimum of three years of customer service experience.
  • Proficiency in Excel for data entry and basic formula application is required.
  • Experience with MS Office and Outlook, along with professional phone etiquette, is essential.
  • Given the deadline-driven nature of this role, strong time management and organizational skills are crucial.
  • Preferred candidates will hold a State of Iowa Property & Casualty License.
  • Preference will also be given to those with experience in Personal Lines.


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