Commercial Lines Account Manager

4 days ago


Ridgefield, Connecticut, United States Avenica Full time
Commercial Lines Account Manager

We are seeking a highly skilled Commercial Lines Account Manager to join our team at Avenica. As a key member of our insurance services team, you will be responsible for providing exceptional service to our clients, meeting their overall insurance needs, and growing our commercial lines book of business.

Key Responsibilities:

  • Provide in-depth, attentive service to an assigned book of small and middle market commercial lines accounts.
  • Responsible for all transactions needed to retain the book of business, such as new business, renewals, audits, endorsements, cancellations, and related premium billing.
  • Monitor monthly expiration lists closely and initiate renewal activity as established by internal procedures for all assigned accounts.
  • Review existing accounts for additional or enhanced coverage and negotiate renewal of accounts as appropriate.
  • Place clients with, and maximize utilization of, company service centers wherever possible.
  • Maintain a professional relationship with clients, co-workers, and company representatives.
  • Prepare and maintain complete and accurate marketing submissions in Epic as needed.
  • Utilize company website portals for quoting new lines of business, requesting changes, and for monitoring policy activities as appropriate.
  • Support producers in obtaining underwriting information and rating of new business.
  • Respond promptly to all service requests from clients.
  • Maintain up-to-date client files in Epic.
  • Make qualified referrals to Personal Lines, Life and Health, and Bank partners as opportunities arise.
  • Follow department policies, procedures, and best practices.
  • Prioritize work according to established guidelines.
  • Assist Manager and team members as needed.

Requirements:

  • High School Graduate
  • 3-5 years' experience handling small and/or middle market commercial accounts preferred
  • Experience working with carrier service centers preferred
  • Licensed P/C agent in resident state
  • ACSR, AAl, or CIC professional designation a plus

Perks of the Role:

  • 11 Paid Holidays
  • Personal, Sick, Volunteer, and PTO
  • Medical, Dental, and Vision health insurance plans
  • 401k with company match
  • Opportunity for 1-2 days working remote


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