Commercial Lines Account Manager

3 hours ago


Rocky River, Ohio, United States Mission Connect ETA LLC Full time
Commercial Lines Account Manager

Mission Connect ETA LLC is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service to our clients by handling inquiries, processing insurance policy changes, and ensuring a positive customer experience.

Key Responsibilities:

Client Interaction:

  • Respond to customer inquiries in a timely and professional manner, addressing their questions and concerns regarding insurance policies, coverage options, billing, and claims.
  • Educate clients about policy features, benefits, and options to help them make informed decisions.

Policy Management:

  • Assist clients with policy changes, renewals, cancellations, and endorsements, ensuring all required documentation is complete and accurate.
  • Process new insurance applications and maintain detailed records of client interactions and transactions in our agency management system.

Claims Assistance:

  • Guide clients through the claims process, ensuring they understand the steps involved and what information is needed.
  • Liaise with insurance carriers to follow up on claims status and resolve any issues.

Administrative Duties:

  • Perform general office tasks, such as filing, data entry, and maintaining organized records.
  • Schedule appointments for policy reviews, consultations, and other client needs.

Customer Retention:

  • Proactively reach out to clients for policy reviews, renewals, and to discuss additional coverage options.
  • Identify opportunities to cross-sell or upsell additional insurance products that meet clients' needs.

Qualifications:

Experience:

  • Previous experience in customer service, within the insurance industry.
  • Familiarity with insurance products and services.
  • Property & Casualty license.

Skills:

  • Excellent communication skills, both verbal and written.
  • Strong problem-solving and critical-thinking abilities.
  • High level of organizational skills and attention to detail.
  • Proficiency in using computer systems and software, including MS Office and insurance agency management systems.

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